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 | $34,069 | $99,020-65.6% | $86,590-60.7% | $147,584-76.9% |
| Participation rate | 42.9% | 76.3%-33.5pp | 73.5%-30.7pp | 82.8%-40.0pp |
| Annual return | 11.21% | 1312.34%-1301.1pp | 964.84%-953.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,425 | $3,132-54.5% | $2,839-49.8% | $4,876-70.8% |
| Participant deferral / active EE | $1,877 | $3,972-52.7% | $3,609-48.0% | $5,439-65.5% |
| Admin fee / account holder | $170 | $5,710-97.0% | $4,906-96.5% | $10,885-98.4% |