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 | $21,419 | $56,114-61.8% | $96,139-77.7% | $85,850-75.1% |
| Participation rate | 59.3% | 56.7%+2.5pp | 68.4%-9.2pp | 69.3%-10.1pp |
| Annual return | 21.96% | 42.30%-20.3pp | 191.94%-170.0pp | 318.53%-296.6pp |
| Employer contribution / active EE | $1,817 | $1,620+12.2% | $2,797-35.0% | $2,565-29.2% |
| Participant deferral / active EE | $1,690 | $2,859-40.9% | $4,349-61.1% | $3,952-57.2% |
| Admin fee / account holder | $254 | $3,768-93.3% | $5,537-95.4% | $6,260-95.9% |