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 | $60,762 | $107,334-43.4% | $92,893-34.6% | $152,861-60.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 29.48% | 145.58%-116.1pp | 109.41%-79.9pp | 345.32%-315.8pp |
| Employer contribution / active EE | $3,015 | $4,221-28.6% | $3,653-17.5% | $4,762-36.7% |
| Participant deferral / active EE | $6,389 | $4,845+31.9% | $4,236+50.8% | $5,850+9.2% |
| Admin fee / account holder | $24 | $7,079-99.7% | $5,794-99.6% | $11,596-99.8% |