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 | $72,206 | $112,096-35.6% | $95,952-24.7% | $158,922-54.6% |
| Participation rate | 64.7% | 79.0%-14.3pp | 77.1%-12.4pp | 82.0%-17.3pp |
| Annual return | 21.03% | 171.09%-150.1pp | 91.61%-70.6pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,468 | $3,198-54.1% | $2,541-42.2% | $4,761-69.2% |
| Participant deferral / active EE | $3,134 | $4,784-34.5% | $4,167-24.8% | $5,982-47.6% |
| Admin fee / account holder | $5 | $10,130-100.0% | $6,795-99.9% | $11,246-100.0% |