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 | $71,640 | $102,966-30.4% | $90,281-20.6% | $152,861-53.1% |
| Participation rate | 45.5% | 75.9%-30.4pp | 73.3%-27.8pp | 82.4%-37.0pp |
| Annual return | 24.93% | 95.16%-70.2pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $776 | $3,139-75.3% | $2,854-72.8% | $4,762-83.7% |
| Participant deferral / active EE | $1,553 | $4,281-63.7% | $3,885-60.0% | $5,850-73.5% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |