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 | $50,532 | $106,890-52.7% | $84,015-39.9% | $152,861-66.9% |
| Participation rate | 37.5% | 75.2%-37.7pp | 69.0%-31.5pp | 82.4%-44.9pp |
| Annual return | 47.89% | 104.99%-57.1pp | 71.31%-23.4pp | 345.32%-297.4pp |
| Employer contribution / active EE | $1,118 | $2,734-59.1% | $1,983-43.7% | $4,762-76.5% |
| Participant deferral / active EE | $1,765 | $4,011-56.0% | $3,239-45.5% | $5,850-69.8% |
| Admin fee / account holder | $115 | $8,285-98.6% | $6,101-98.1% | $11,596-99.0% |