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 | $38,745 | $112,881-65.7% | $90,951-57.4% | $158,922-75.6% |
| Participation rate | 54.5% | 74.7%-20.2pp | 69.0%-14.5pp | 82.0%-27.4pp |
| Annual return | 17.58% | 215.79%-198.2pp | 134.60%-117.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,286 | $2,893-55.6% | $2,122-39.4% | $4,761-73.0% |
| Participant deferral / active EE | $2,650 | $4,128-35.8% | $3,373-21.4% | $5,982-55.7% |
| Admin fee / account holder | $235 | $8,041-97.1% | $5,959-96.1% | $11,246-97.9% |