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 | $66,292 | $83,337-20.5% | $67,834-2.3% | $273,961-75.8% |
| Participation rate | 33.3% | 76.4%-43.1pp | 68.8%-35.5pp | 83.0%-49.7pp |
| Annual return | 41.96% | 259.45%-217.5pp | 138.47%-96.5pp | 41.45%+0.5pp |
| Employer contribution / active EE | $1,355 | $3,287-58.8% | $2,403-43.6% | $4,869-72.2% |
| Participant deferral / active EE | $2,420 | $4,088-40.8% | $3,160-23.4% | $5,287-54.2% |
| Admin fee / account holder | $7 | $6,752-99.9% | $4,622-99.8% | $10,132-99.9% |