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 | $30,365 | $183,519-83.5% | $155,509-80.5% | $145,922-79.2% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 43.95% | 61.17%-17.2pp | 64.67%-20.7pp | 561.29%-517.3pp |
| Employer contribution / active EE | $3,686 | $5,313-30.6% | $4,672-21.1% | $4,660-20.9% |
| Participant deferral / active EE | $12,234 | $6,462+89.3% | $5,626+117.4% | $6,688+82.9% |
| Admin fee / account holder | $293 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |