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 | $127,958 | $106,515+20.1% | $96,683+32.3% | $139,434-8.2% |
| Participation rate | 42.1% | 77.8%-35.7pp | 74.3%-32.2pp | 80.3%-38.2pp |
| Annual return | 23.44% | 38.43%-15.0pp | 35.69%-12.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,250 | $4,103-69.5% | $3,737-66.5% | $4,751-73.7% |
| Participant deferral / active EE | $3,310 | $5,454-39.3% | $4,878-32.2% | $6,710-50.7% |
| Admin fee / account holder | $231 | $7,877-97.1% | $6,730-96.6% | $11,403-98.0% |