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 | $75,200 | $105,931-29.0% | $81,930-8.2% | $158,922-52.7% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 16.99% | 38.17%-21.2pp | 29.49%-12.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $650 | $7,800-91.7% | $4,310-84.9% | $4,761-86.3% |
| Participant deferral / active EE | $2,438 | $13,003-81.3% | $7,107-65.7% | $5,982-59.3% |
| Admin fee / account holder | $30 | $8,489-99.6% | $5,158-99.4% | $11,246-99.7% |