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 | $113,316 | $88,751+27.7% | $81,812+38.5% | $145,922-22.3% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.3%-30.2pp | 80.3%-38.2pp |
| Annual return | 11.12% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $876 | $3,083-71.6% | $2,912-69.9% | $4,660-81.2% |
| Participant deferral / active EE | $1,455 | $4,643-68.7% | $4,319-66.3% | $6,688-78.2% |
| Admin fee / account holder | $149 | $8,415-98.2% | $7,386-98.0% | $13,397-98.9% |