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 | $45,995 | $65,409-29.7% | $98,442-53.3% | $85,850-46.4% |
| Participation rate | 51.7% | 65.0%-13.3pp | 73.3%-21.6pp | 69.3%-17.6pp |
| Annual return | 12.42% | 21.76%-9.3pp | 1492.73%-1480.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,376 | $2,168-36.5% | $2,960-53.5% | $2,565-46.4% |
| Participant deferral / active EE | $2,505 | $3,166-20.9% | $4,276-41.4% | $3,952-36.6% |
| Admin fee / account holder | $134 | $4,593-97.1% | $5,949-97.8% | $6,260-97.9% |