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 | $40,775 | $148,534-72.5% | $135,903-70.0% | $139,434-70.8% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 13.46% | 79.19%-65.7pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $2,861 | $5,243-45.4% | $4,856-41.1% | $4,751-39.8% |
| Participant deferral / active EE | $11,802 | $8,100+45.7% | $7,758+52.1% | $6,710+75.9% |
| Admin fee / account holder | $252 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |