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 | $98,550 | $102,966-4.3% | $90,281+9.2% | $152,861-35.5% |
| Participation rate | 45.0% | 75.9%-30.9pp | 73.3%-28.3pp | 82.4%-37.4pp |
| Annual return | 24.35% | 95.16%-70.8pp | 78.10%-53.7pp | 345.32%-321.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,689 | $4,281-37.2% | $3,885-30.8% | $5,850-54.0% |
| Admin fee / account holder | $145 | $6,171-97.6% | $5,351-97.3% | $11,596-98.7% |