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 | $94,671 | $111,754-15.3% | $103,333-8.4% | $145,922-35.1% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 15.60% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $887 | $4,212-79.0% | $3,868-77.1% | $4,660-81.0% |
| Participant deferral / active EE | $3,889 | $5,619-30.8% | $5,057-23.1% | $6,688-41.8% |
| Admin fee / account holder | $253 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |