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 | $65,175 | $111,754-41.7% | $103,333-36.9% | $145,922-55.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 9.90% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,570 | $5,619-36.5% | $5,057-29.4% | $6,688-46.6% |
| Admin fee / account holder | $25 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |