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 | $72,593 | $108,642-33.2% | $74,701-2.8% | $152,861-52.5% |
| Participation rate | 28.6% | 65.3%-36.8pp | 54.5%-25.9pp | 82.4%-53.9pp |
| Annual return | 13.42% | 114.06%-100.6pp | 752.92%-739.5pp | 345.32%-331.9pp |
| Employer contribution / active EE | $842 | $1,503-44.0% | $1,084-22.3% | $4,762-82.3% |
| Participant deferral / active EE | $2,531 | $2,712-6.7% | $1,964+28.9% | $5,850-56.7% |
| Admin fee / account holder | $250 | $4,902-94.9% | $3,333-92.5% | $11,596-97.8% |