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 7-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 | $58,789 | $121,625-51.7% | $104,607-43.8% | $158,922-63.0% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 15.74% | 465.26%-449.5pp | 340.46%-324.7pp | 302.83%-287.1pp |
| Employer contribution / active EE | $640 | $3,163-79.8% | $2,681-76.1% | $4,761-86.6% |
| Participant deferral / active EE | $10,400 | $4,177+149.0% | $3,740+178.1% | $5,982+73.9% |
| Admin fee / account holder | $20 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |