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 | $52,441 | $118,680-55.8% | $98,907-47.0% | $158,922-67.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 13.12% | 372.35%-359.2pp | 196.43%-183.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $954 | $3,333-71.4% | $2,689-64.5% | $4,761-80.0% |
| Participant deferral / active EE | $1,819 | $5,088-64.2% | $4,244-57.1% | $5,982-69.6% |
| Admin fee / account holder | $238 | $10,131-97.6% | $6,642-96.4% | $11,246-97.9% |