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 | $17,676 | $54,762-67.7% | $90,281-80.4% | $72,985-75.8% |
| Participation rate | 50.8% | 65.1%-14.4pp | 73.3%-22.5pp | 69.5%-18.7pp |
| Annual return | 193.00% | 30.63%+162.4pp | 78.10%+114.9pp | 81.00%+112.0pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,138 | $2,887-25.9% | $3,885-45.0% | $3,607-40.7% |
| Admin fee / account holder | $194 | $3,972-95.1% | $5,351-96.4% | $5,124-96.2% |