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 | $44,096 | $226,064-80.5% | $182,532-75.8% | $152,861-71.2% |
| Participation rate | 52.9% | 82.5%-29.5pp | 78.0%-25.0pp | 82.4%-29.5pp |
| Annual return | 22.83% | 192.51%-169.7pp | 148.54%-125.7pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,627 | $4,978-47.2% | $4,076-35.6% | $4,762-44.8% |
| Participant deferral / active EE | $4,639 | $6,368-27.2% | $5,524-16.0% | $5,850-20.7% |
| Admin fee / account holder | $223 | $10,703-97.9% | $8,592-97.4% | $11,596-98.1% |