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 | $117,752 | $124,319-5.3% | $111,297+5.8% | $167,490-29.7% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 11.84% | 37.44%-25.6pp | 54.65%-42.8pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,454 | $3,435-57.7% | $2,731-46.8% | $4,837-69.9% |
| Participant deferral / active EE | $1,735 | $5,180-66.5% | $4,487-61.3% | $6,341-72.6% |
| Admin fee / account holder | $6 | $10,618-99.9% | $7,964-99.9% | $12,309-100.0% |