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 | $143,668 | $154,117-6.8% | $129,995+10.5% | $139,434+3.0% |
| Participation rate | 47.1% | 82.0%-34.9pp | 78.5%-31.4pp | 80.3%-33.3pp |
| Annual return | 15.77% | 32.48%-16.7pp | -137.18%+152.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,308 | $6,710-20.9% | $5,820-8.8% | $6,710-20.9% |
| Admin fee / account holder | $15 | $14,007-99.9% | $10,614-99.9% | $11,403-99.9% |