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 | $67,040 | $115,770-42.1% | $101,248-33.8% | $158,922-57.8% |
| Participation rate | 38.1% | 79.4%-41.3pp | 75.8%-37.7pp | 82.0%-43.9pp |
| Annual return | 20.38% | 56.14%-35.8pp | 46.47%-26.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,230 | $4,175-70.5% | $3,660-66.4% | $4,761-74.2% |
| Participant deferral / active EE | $2,173 | $4,957-56.2% | $4,370-50.3% | $5,982-63.7% |
| Admin fee / account holder | $26 | $7,245-99.6% | $5,945-99.6% | $11,246-99.8% |