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 7-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 | $42,590 | $92,703-54.1% | $82,719-48.5% | $134,475-68.3% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | 5.51% | 944.92%-939.4pp | 701.18%-695.7pp | 417.96%-412.5pp |
| Employer contribution / active EE | $1,063 | $3,274-67.5% | $3,009-64.7% | $4,740-77.6% |
| Participant deferral / active EE | $3,227 | $4,802-32.8% | $4,395-26.6% | $6,400-49.6% |
| Admin fee / account holder | $6 | $5,983-99.9% | $5,329-99.9% | $11,426-99.9% |