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 | $36,794 | $111,724-67.1% | $93,606-60.7% | $145,922-74.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.74% | 202.98%-189.2pp | 133.20%-119.5pp | 561.29%-547.5pp |
| Employer contribution / active EE | $2,040 | $3,090-34.0% | $2,420-15.7% | $4,660-56.2% |
| Participant deferral / active EE | $4,520 | $4,912-8.0% | $4,411+2.5% | $6,688-32.4% |
| Admin fee / account holder | $58 | $10,250-99.4% | $8,285-99.3% | $13,397-99.6% |