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 | $77,464 | $228,332-66.1% | $185,823-58.3% | $158,922-51.3% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 21.39% | 40.80%-19.4pp | 35.95%-14.6pp | 302.83%-281.4pp |
| Employer contribution / active EE | $670 | $4,967-86.5% | $4,087-83.6% | $4,761-85.9% |
| Participant deferral / active EE | $2,681 | $6,415-58.2% | $5,632-52.4% | $5,982-55.2% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |