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 | $70,809 | $121,625-41.8% | $104,607-32.3% | $158,922-55.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 15.70% | 465.26%-449.6pp | 340.46%-324.8pp | 302.83%-287.1pp |
| Employer contribution / active EE | $756 | $3,163-76.1% | $2,681-71.8% | $4,761-84.1% |
| Participant deferral / active EE | $2,034 | $4,177-51.3% | $3,740-45.6% | $5,982-66.0% |
| Admin fee / account holder | $277 | $7,787-96.4% | $6,473-95.7% | $11,246-97.5% |