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 | $43,124 | $107,334-59.8% | $92,893-53.6% | $152,861-71.8% |
| Participation rate | 58.3% | 79.8%-21.5pp | 76.0%-17.7pp | 82.4%-24.1pp |
| Annual return | 60.04% | 145.58%-85.5pp | 109.41%-49.4pp | 345.32%-285.3pp |
| Employer contribution / active EE | $1,503 | $4,221-64.4% | $3,653-58.8% | $4,762-68.4% |
| Participant deferral / active EE | $2,666 | $4,845-45.0% | $4,236-37.1% | $5,850-54.4% |
| Admin fee / account holder | $167 | $7,079-97.6% | $5,794-97.1% | $11,596-98.6% |