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 | $52,676 | $102,317-48.5% | $146,958-64.2% | $80,856-34.9% |
| Participation rate | 32.3% | 75.8%-43.6pp | 82.2%-49.9pp | 67.6%-35.4pp |
| Annual return | 14.11% | 134.76%-120.7pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,231 | $3,713-39.9% | $4,933-54.8% | $2,755-19.0% |
| Participant deferral / active EE | $2,792 | $6,644-58.0% | $8,070-65.4% | $4,296-35.0% |
| Admin fee / account holder | $4 | $7,941-99.9% | $12,998-100.0% | $6,918-99.9% |