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 | $56,408 | $102,966-45.2% | $90,281-37.5% | $152,861-63.1% |
| Participation rate | 60.9% | 75.9%-15.0pp | 73.3%-12.4pp | 82.4%-21.6pp |
| Annual return | 23.68% | 95.16%-71.5pp | 78.10%-54.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $703 | $3,139-77.6% | $2,854-75.4% | $4,762-85.2% |
| Participant deferral / active EE | $2,945 | $4,281-31.2% | $3,885-24.2% | $5,850-49.7% |
| Admin fee / account holder | $254 | $6,171-95.9% | $5,351-95.3% | $11,596-97.8% |