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 | $85,184 | $118,849-28.3% | $96,562-11.8% | $167,490-49.1% |
| Participation rate | 64.7% | 75.5%-10.8pp | 69.8%-5.1pp | 82.1%-17.4pp |
| Annual return | 14.38% | 50.49%-36.1pp | 37.78%-23.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,215 | $4,616-52.0% | $3,849-42.5% | $6,341-65.1% |
| Admin fee / account holder | $147 | $8,065-98.2% | $6,181-97.6% | $12,309-98.8% |