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 | $73,998 | $96,635-23.4% | $86,612-14.6% | $139,434-46.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 23.09% | 106.41%-83.3pp | 591.07%-568.0pp | 372.94%-349.8pp |
| Employer contribution / active EE | $844 | $3,263-74.1% | $3,022-72.1% | $4,751-82.2% |
| Participant deferral / active EE | $2,243 | $4,836-53.6% | $4,438-49.5% | $6,710-66.6% |
| Admin fee / account holder | $3 | $6,408-100.0% | $5,614-99.9% | $11,403-100.0% |