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 | $58,379 | $112,096-47.9% | $95,952-39.2% | $158,922-63.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 13.80% | 171.09%-157.3pp | 91.61%-77.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $925 | $3,198-71.1% | $2,541-63.6% | $4,761-80.6% |
| Participant deferral / active EE | $2,373 | $4,784-50.4% | $4,167-43.1% | $5,982-60.3% |
| Admin fee / account holder | $134 | $10,130-98.7% | $6,795-98.0% | $11,246-98.8% |