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 | $49,868 | $190,805-73.9% | $159,960-68.8% | $134,475-62.9% |
| Participation rate | 25.0% | 81.9%-56.9pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -17.63% | 552.23%-569.9pp | 408.60%-426.2pp | 417.96%-435.6pp |
| Employer contribution / active EE | $690 | $4,995-86.2% | $4,226-83.7% | $4,740-85.4% |
| Participant deferral / active EE | $1,719 | $6,923-75.2% | $6,182-72.2% | $6,400-73.1% |
| Admin fee / account holder | $12 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |