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 | $67,265 | $111,724-39.8% | $93,606-28.1% | $145,922-53.9% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 10.78% | 202.98%-192.2pp | 133.20%-122.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,515 | $4,912-69.2% | $4,411-65.7% | $6,688-77.3% |
| Admin fee / account holder | $195 | $10,250-98.1% | $8,285-97.6% | $13,397-98.5% |