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 | $57,810 | $84,695-31.7% | $73,843-21.7% | $125,391-53.9% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.4%-13.4pp | 83.2%-23.2pp |
| Annual return | 0.45% | 3123.53%-3123.1pp | 2267.84%-2267.4pp | 282.22%-281.8pp |
| Employer contribution / active EE | $993 | $3,123-68.2% | $2,787-64.4% | $4,866-79.6% |
| Participant deferral / active EE | $1,380 | $3,992-65.4% | $3,583-61.5% | $5,352-74.2% |
| Admin fee / account holder | $108 | $5,691-98.1% | $4,880-97.8% | $9,540-98.9% |