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 | $79,521 | $176,056-54.8% | $159,436-50.1% | $167,490-52.5% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 15.27% | 331.75%-316.5pp | 263.57%-248.3pp | 478.56%-463.3pp |
| Employer contribution / active EE | $1,892 | $5,297-64.3% | $4,829-60.8% | $4,837-60.9% |
| Participant deferral / active EE | $9,750 | $7,750+25.8% | $7,352+32.6% | $6,341+53.8% |
| Admin fee / account holder | $83 | $12,554-99.3% | $10,799-99.2% | $12,309-99.3% |