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 | $82,374 | $102,317-19.5% | $146,958-43.9% | $80,856+1.9% |
| Participation rate | 67.4% | 75.8%-8.4pp | 82.2%-14.8pp | 67.6%-0.2pp |
| Annual return | 12.53% | 134.76%-122.2pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,924 | $6,644-56.0% | $8,070-63.8% | $4,296-31.9% |
| Admin fee / account holder | $237 | $7,941-97.0% | $12,998-98.2% | $6,918-96.6% |