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 | $62,722 | $63,346-1.0% | $92,233-32.0% | $70,131-10.6% |
| Participation rate | 48.7% | 68.7%-20.0pp | 76.5%-27.8pp | 69.5%-20.8pp |
| Annual return | 13.99% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $927 | $2,471-62.5% | $3,679-74.8% | $2,342-60.4% |
| Participant deferral / active EE | $2,647 | $2,854-7.2% | $3,897-32.1% | $3,332-20.5% |
| Admin fee / account holder | $200 | $3,840-94.8% | $5,194-96.2% | $4,645-95.7% |