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 | $59,321 | $121,625-51.2% | $104,607-43.3% | $158,922-62.7% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 23.94% | 465.26%-441.3pp | 340.46%-316.5pp | 302.83%-278.9pp |
| Employer contribution / active EE | $644 | $3,163-79.6% | $2,681-76.0% | $4,761-86.5% |
| Participant deferral / active EE | $1,611 | $4,177-61.4% | $3,740-56.9% | $5,982-73.1% |
| Admin fee / account holder | $30 | $7,787-99.6% | $6,473-99.5% | $11,246-99.7% |