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 | $49,808 | $158,398-68.6% | $126,539-60.6% | $142,382-65.0% |
| Participation rate | 47.6% | 75.8%-28.2pp | 69.8%-22.2pp | 80.1%-32.5pp |
| Annual return | 13.53% | 593.76%-580.2pp | 425.95%-412.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,308 | $4,650-71.9% | $3,674-64.4% | $4,299-69.6% |
| Participant deferral / active EE | $1,740 | $4,767-63.5% | $4,083-57.4% | $6,507-73.3% |
| Admin fee / account holder | $260 | $6,918-96.2% | $6,065-95.7% | $12,624-97.9% |