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 | $48,510 | $102,966-52.9% | $90,281-46.3% | $152,861-68.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 26.96% | 95.16%-68.2pp | 78.10%-51.1pp | 345.32%-318.4pp |
| Employer contribution / active EE | $406 | $3,139-87.1% | $2,854-85.8% | $4,762-91.5% |
| Participant deferral / active EE | $2,925 | $4,281-31.7% | $3,885-24.7% | $5,850-50.0% |
| Admin fee / account holder | $49 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |