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 | $73,143 | $142,405-48.6% | $115,157-36.5% | $152,861-52.2% |
| Participation rate | 50.0% | 82.4%-32.4pp | 75.9%-25.9pp | 82.4%-32.4pp |
| Annual return | 18.76% | 41.48%-22.7pp | 35.60%-16.8pp | 345.32%-326.6pp |
| Employer contribution / active EE | $1,347 | $4,010-66.4% | $3,179-57.6% | $4,762-71.7% |
| Participant deferral / active EE | $1,638 | $5,164-68.3% | $4,168-60.7% | $5,850-72.0% |
| Admin fee / account holder | $286 | $8,462-96.6% | $7,088-96.0% | $11,596-97.5% |