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 | $51,056 | $113,339-55.0% | $94,993-46.3% | $147,584-65.4% |
| Participation rate | 60.0% | 78.0%-18.0pp | 73.9%-13.9pp | 82.8%-22.8pp |
| Annual return | 155.20% | 20.77%+134.4pp | 27.12%+128.1pp | 578.55%-423.3pp |
| Employer contribution / active EE | $2,229 | $3,160-29.5% | $2,603-14.4% | $4,876-54.3% |
| Participant deferral / active EE | $3,558 | $3,777-5.8% | $3,317+7.3% | $5,439-34.6% |
| Admin fee / account holder | $200 | $6,063-96.7% | $4,960-96.0% | $10,885-98.2% |