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 | $74,668 | $162,781-54.1% | $133,956-44.3% | $158,922-53.0% |
| Participation rate | 14.3% | 83.2%-68.9pp | 79.8%-65.6pp | 82.0%-67.7pp |
| Annual return | 5.64% | 41.94%-36.3pp | 45.09%-39.5pp | 302.83%-297.2pp |
| Employer contribution / active EE | $2,356 | $4,975-52.6% | $3,919-39.9% | $4,761-50.5% |
| Participant deferral / active EE | $4,033 | $5,911-31.8% | $5,048-20.1% | $5,982-32.6% |
| Admin fee / account holder | $58 | $11,736-99.5% | $8,927-99.3% | $11,246-99.5% |