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 | $75,275 | $152,587-50.7% | $125,175-39.9% | $152,861-50.8% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 26.65% | 54.84%-28.2pp | 43.79%-17.1pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,997 | $4,946-59.6% | $3,865-48.3% | $4,762-58.1% |
| Participant deferral / active EE | $5,115 | $5,868-12.8% | $4,937+3.6% | $5,850-12.6% |
| Admin fee / account holder | $120 | $13,434-99.1% | $9,702-98.8% | $11,596-99.0% |