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 9-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 | $57,497 | $209,411-72.5% | $178,490-67.8% | $158,922-63.8% |
| Participation rate | 15.8% | 86.3%-70.6pp | 81.9%-66.1pp | 82.0%-66.2pp |
| Annual return | 22.52% | 188.75%-166.2pp | 151.07%-128.6pp | 302.83%-280.3pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,464 | $5,954-58.6% | $5,202-52.6% | $5,982-58.8% |
| Admin fee / account holder | $147 | $17,074-99.1% | $13,984-98.9% | $11,246-98.7% |