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 | $82,412 | $884,045-90.7% | $453,369-81.8% | $167,490-50.8% |
| Participation rate | 62.5% | 81.6%-19.1pp | 78.0%-15.5pp | 82.1%-19.6pp |
| Annual return | 14.33% | 29.49%-15.2pp | 64.40%-50.1pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,123 | $5,538-61.7% | $4,070-47.8% | $4,837-56.1% |
| Participant deferral / active EE | $5,070 | $7,898-35.8% | $6,209-18.3% | $6,341-20.0% |
| Admin fee / account holder | $20 | $22,063-99.9% | $11,209-99.8% | $12,309-99.8% |