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 | $51,570 | $81,632-36.8% | $70,449-26.8% | $158,922-67.6% |
| Participation rate | 15.0% | 77.7%-62.7pp | 75.1%-60.1pp | 82.0%-67.0pp |
| Annual return | 15.65% | 208.40%-192.8pp | 109.03%-93.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $639 | $3,217-80.1% | $2,737-76.7% | $4,761-86.6% |
| Participant deferral / active EE | $1,014 | $4,554-77.7% | $3,709-72.6% | $5,982-83.0% |
| Admin fee / account holder | $25 | $6,193-99.6% | $3,845-99.3% | $11,246-99.8% |