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 | $35,480 | $109,327-67.5% | $89,391-60.3% | $158,922-77.7% |
| Participation rate | 57.1% | 74.3%-17.1pp | 68.0%-10.8pp | 82.0%-24.8pp |
| Annual return | 12.88% | 345.68%-332.8pp | 245.62%-232.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,467 | $3,170-53.7% | $2,586-43.3% | $4,761-69.2% |
| Participant deferral / active EE | $3,571 | $4,598-22.3% | $3,890-8.2% | $5,982-40.3% |
| Admin fee / account holder | $54 | $6,153-99.1% | $4,881-98.9% | $11,246-99.5% |