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 | $58,929 | $118,680-50.3% | $98,907-40.4% | $158,922-62.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 29.55% | 372.35%-342.8pp | 196.43%-166.9pp | 302.83%-273.3pp |
| Employer contribution / active EE | $1,074 | $3,333-67.8% | $2,689-60.1% | $4,761-77.4% |
| Participant deferral / active EE | $1,720 | $5,088-66.2% | $4,244-59.5% | $5,982-71.2% |
| Admin fee / account holder | $76 | $10,131-99.2% | $6,642-98.9% | $11,246-99.3% |