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 | $61,906 | $107,334-42.3% | $92,893-33.4% | $152,861-59.5% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.0%-29.9pp | 82.4%-36.3pp |
| Annual return | 22.67% | 145.58%-122.9pp | 109.41%-86.7pp | 345.32%-322.6pp |
| Employer contribution / active EE | $839 | $4,221-80.1% | $3,653-77.0% | $4,762-82.4% |
| Participant deferral / active EE | $2,290 | $4,845-52.7% | $4,236-45.9% | $5,850-60.9% |
| Admin fee / account holder | $271 | $7,079-96.2% | $5,794-95.3% | $11,596-97.7% |