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 | $72,780 | $160,055-54.5% | $140,016-48.0% | $135,375-46.2% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 0.57% | 911.38%-910.8pp | 651.12%-650.6pp | 519.73%-519.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,623 | $7,642-39.5% | $6,927-33.3% | $5,609-17.6% |
| Admin fee / account holder | $114 | $13,328-99.1% | $10,705-98.9% | $10,827-99.0% |