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 | $39,504 | $111,754-64.7% | $103,333-61.8% | $145,922-72.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 17.23% | 24.77%-7.5pp | 24.88%-7.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,366 | $4,212-67.6% | $3,868-64.7% | $4,660-70.7% |
| Participant deferral / active EE | $2,220 | $5,619-60.5% | $5,057-56.1% | $6,688-66.8% |
| Admin fee / account holder | $6 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |