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 | $103,449 | $127,264-18.7% | $109,895-5.9% | $167,490-38.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.2%-24.2pp | 82.1%-32.1pp |
| Annual return | 11.24% | 22.97%-11.7pp | 29.45%-18.2pp | 478.56%-467.3pp |
| Employer contribution / active EE | $894 | $3,322-73.1% | $2,842-68.6% | $4,837-81.5% |
| Participant deferral / active EE | $3,575 | $4,514-20.8% | $4,048-11.7% | $6,341-43.6% |
| Admin fee / account holder | $234 | $7,114-96.7% | $6,066-96.1% | $12,309-98.1% |