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 | $72,155 | $115,770-37.7% | $101,248-28.7% | $158,922-54.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 17.30% | 56.14%-38.8pp | 46.47%-29.2pp | 302.83%-285.5pp |
| Employer contribution / active EE | $3,447 | $4,175-17.4% | $3,660-5.8% | $4,761-27.6% |
| Participant deferral / active EE | $3,447 | $4,957-30.5% | $4,370-21.1% | $5,982-42.4% |
| Admin fee / account holder | $284 | $7,245-96.1% | $5,945-95.2% | $11,246-97.5% |