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 | $48,268 | $107,334-55.0% | $92,893-48.0% | $152,861-68.4% |
| Participation rate | 34.8% | 79.8%-45.0pp | 76.0%-41.2pp | 82.4%-47.7pp |
| Annual return | 22.91% | 145.58%-122.7pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,099 | $4,221-74.0% | $3,653-69.9% | $4,762-76.9% |
| Participant deferral / active EE | $1,964 | $4,845-59.5% | $4,236-53.6% | $5,850-66.4% |
| Admin fee / account holder | $37 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |