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 | $45,755 | $175,202-73.9% | $149,673-69.4% | $139,434-67.2% |
| Participation rate | 56.5% | 83.4%-26.9pp | 78.8%-22.2pp | 80.3%-23.8pp |
| Annual return | 16.91% | 166.71%-149.8pp | 134.42%-117.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,692 | $5,474-69.1% | $4,818-64.9% | $4,751-64.4% |
| Participant deferral / active EE | $4,425 | $6,519-32.1% | $5,680-22.1% | $6,710-34.1% |
| Admin fee / account holder | $215 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |