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 | $60,906 | $158,398-61.5% | $126,539-51.9% | $142,382-57.2% |
| Participation rate | 64.3% | 75.8%-11.5pp | 69.8%-5.5pp | 80.1%-15.8pp |
| Annual return | 16.03% | 593.76%-577.7pp | 425.95%-409.9pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,414 | $4,650-48.1% | $3,674-34.3% | $4,299-43.9% |
| Participant deferral / active EE | $4,436 | $4,767-6.9% | $4,083+8.7% | $6,507-31.8% |
| Admin fee / account holder | $48 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |