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 | $43,751 | $197,591-77.9% | $177,821-75.4% | $158,922-72.5% |
| Participation rate | 14.3% | 88.5%-74.3pp | 87.7%-73.4pp | 82.0%-67.7pp |
| Annual return | 9.13% | 58.76%-49.6pp | 48.32%-39.2pp | 302.83%-293.7pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $172 | $15,399-98.9% | $12,427-98.6% | $11,246-98.5% |