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 | $50,191 | $60,124-16.5% | $90,404-44.5% | $79,858-37.1% |
| Participation rate | 26.5% | 65.0%-38.5pp | 72.7%-46.2pp | 69.6%-43.2pp |
| Annual return | 21.53% | 71.94%-50.4pp | 1293.02%-1271.5pp | 31.71%-10.2pp |
| Employer contribution / active EE | $1,390 | $2,068-32.8% | $3,262-57.4% | $2,471-43.7% |
| Participant deferral / active EE | $2,610 | $2,938-11.2% | $3,963-34.2% | $3,740-30.2% |
| Admin fee / account holder | $21 | $3,976-99.5% | $5,611-99.6% | $5,306-99.6% |