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 | $77,043 | $118,680-35.1% | $98,907-22.1% | $158,922-51.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 14.43% | 372.35%-357.9pp | 196.43%-182.0pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,430 | $3,333-57.1% | $2,689-46.8% | $4,761-70.0% |
| Participant deferral / active EE | $2,764 | $5,088-45.7% | $4,244-34.9% | $5,982-53.8% |
| Admin fee / account holder | $10 | $10,131-99.9% | $6,642-99.9% | $11,246-99.9% |