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 | $50,217 | $99,020-49.3% | $86,590-42.0% | $147,584-66.0% |
| Participation rate | 47.4% | 76.3%-29.0pp | 73.5%-26.2pp | 82.8%-35.5pp |
| Annual return | 22.53% | 1312.34%-1289.8pp | 964.84%-942.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $571 | $3,132-81.8% | $2,839-79.9% | $4,876-88.3% |
| Participant deferral / active EE | $2,750 | $3,972-30.8% | $3,609-23.8% | $5,439-49.4% |
| Admin fee / account holder | $80 | $5,710-98.6% | $4,906-98.4% | $10,885-99.3% |