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 | $47,927 | $88,751-46.0% | $81,812-41.4% | $145,922-67.2% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.3%-41.6pp | 80.3%-49.5pp |
| Annual return | 13.03% | 1025.40%-1012.4pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $533 | $3,083-82.7% | $2,912-81.7% | $4,660-88.6% |
| Participant deferral / active EE | $1,041 | $4,643-77.6% | $4,319-75.9% | $6,688-84.4% |
| Admin fee / account holder | $228 | $8,415-97.3% | $7,386-96.9% | $13,397-98.3% |