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 | $50,331 | $148,534-66.1% | $135,903-63.0% | $139,434-63.9% |
| Participation rate | 47.1% | 83.9%-36.8pp | 81.9%-34.8pp | 80.3%-33.3pp |
| Annual return | 18.38% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,100 | $5,243-60.0% | $4,856-56.8% | $4,751-55.8% |
| Participant deferral / active EE | $4,341 | $8,100-46.4% | $7,758-44.0% | $6,710-35.3% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |