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 | $74,190 | $102,966-27.9% | $90,281-17.8% | $152,861-51.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 13.32% | 95.16%-81.8pp | 78.10%-64.8pp | 345.32%-332.0pp |
| Employer contribution / active EE | $848 | $3,139-73.0% | $2,854-70.3% | $4,762-82.2% |
| Participant deferral / active EE | $1,022 | $4,281-76.1% | $3,885-73.7% | $5,850-82.5% |
| Admin fee / account holder | $241 | $6,171-96.1% | $5,351-95.5% | $11,596-97.9% |