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 7-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 | $46,150 | $175,202-73.7% | $149,673-69.2% | $139,434-66.9% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 23.34% | 166.71%-143.4pp | 134.42%-111.1pp | 372.94%-349.6pp |
| Employer contribution / active EE | $2,340 | $5,474-57.3% | $4,818-51.4% | $4,751-50.7% |
| Participant deferral / active EE | $10,000 | $6,519+53.4% | $5,680+76.1% | $6,710+49.0% |
| Admin fee / account holder | $12 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |