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 | $25,340 | $99,020-74.4% | $86,590-70.7% | $147,584-82.8% |
| Participation rate | 56.3% | 76.3%-20.1pp | 73.5%-17.3pp | 82.8%-26.6pp |
| Annual return | 13.74% | 1312.34%-1298.6pp | 964.84%-951.1pp | 578.55%-564.8pp |
| Employer contribution / active EE | $213 | $3,132-93.2% | $2,839-92.5% | $4,876-95.6% |
| Participant deferral / active EE | $1,450 | $3,972-63.5% | $3,609-59.8% | $5,439-73.3% |
| Admin fee / account holder | $290 | $5,710-94.9% | $4,906-94.1% | $10,885-97.3% |