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 | $88,217 | $176,377-50.0% | $134,143-34.2% | $158,922-44.5% |
| Participation rate | 33.3% | 78.7%-45.4pp | 72.2%-38.8pp | 82.0%-48.6pp |
| Annual return | 19.21% | 63.63%-44.4pp | 36.33%-17.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $658 | $5,040-86.9% | $3,704-82.2% | $4,761-86.2% |
| Participant deferral / active EE | $1,737 | $4,091-57.5% | $3,499-50.4% | $5,982-71.0% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |