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 | $62,975 | $209,411-69.9% | $178,490-64.7% | $158,922-60.4% |
| Participation rate | 38.1% | 86.3%-48.3pp | 81.9%-43.8pp | 82.0%-43.9pp |
| Annual return | 19.77% | 188.75%-169.0pp | 151.07%-131.3pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,456 | $5,706-74.5% | $5,011-70.9% | $4,761-69.4% |
| Participant deferral / active EE | $3,528 | $5,954-40.8% | $5,202-32.2% | $5,982-41.0% |
| Admin fee / account holder | $259 | $17,074-98.5% | $13,984-98.1% | $11,246-97.7% |