See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,624 | $106,890-41.4% | $84,015-25.5% | $152,861-59.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 28.85% | 104.99%-76.1pp | 71.31%-42.5pp | 345.32%-316.5pp |
| Employer contribution / active EE | $2,529 | $2,734-7.5% | $1,983+27.5% | $4,762-46.9% |
| Participant deferral / active EE | $1,625 | $4,011-59.5% | $3,239-49.8% | $5,850-72.2% |
| Admin fee / account holder | $22 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |