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 | $74,829 | $99,079-24.5% | $77,999-4.1% | $273,961-72.7% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 4.41% | 217.93%-213.5pp | 425.96%-421.6pp | 41.45%-37.0pp |
| Employer contribution / active EE | $583 | $3,308-82.4% | $2,470-76.4% | $4,869-88.0% |
| Participant deferral / active EE | $2,655 | $4,306-38.4% | $3,497-24.1% | $5,287-49.8% |
| Admin fee / account holder | $19 | $8,954-99.8% | $5,480-99.7% | $10,132-99.8% |