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 | $64,476 | $165,335-61.0% | $149,696-56.9% | $158,922-59.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 82.42% | 348.15%-265.7pp | 276.60%-194.2pp | 302.83%-220.4pp |
| Employer contribution / active EE | $1,041 | $5,103-79.6% | $4,644-77.6% | $4,761-78.1% |
| Participant deferral / active EE | $6,351 | $7,181-11.6% | $6,842-7.2% | $5,982+6.2% |
| Admin fee / account holder | $41 | $10,807-99.6% | $9,309-99.6% | $11,246-99.6% |