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 | $35,834 | $110,502-67.6% | $80,716-55.6% | $167,490-78.6% |
| Participation rate | 64.7% | 64.0%+0.7pp | 54.2%+10.5pp | 82.1%-17.4pp |
| Annual return | 15.61% | 120.54%-104.9pp | 87.28%-71.7pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,172 | $1,543+40.8% | $1,160+87.2% | $4,837-55.1% |
| Participant deferral / active EE | $4,991 | $2,871+73.9% | $2,146+132.6% | $6,341-21.3% |
| Admin fee / account holder | $19 | $4,545-99.6% | $3,380-99.4% | $12,309-99.8% |