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 | $52,985 | $167,483-68.4% | $115,752-54.2% | $147,584-64.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 82.8%-22.8pp |
| Annual return | 22.13% | 12.11%+10.0pp | 19.41%+2.7pp | 578.55%-556.4pp |
| Employer contribution / active EE | $0 | $4,960-100.0% | $3,492-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,870 | $7,037+11.8% | $5,204+51.2% | $5,439+44.7% |
| Admin fee / account holder | $283 | $13,069-97.8% | $6,278-95.5% | $10,885-97.4% |