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 | $43,961 | $209,832-79.0% | $189,513-76.8% | $167,490-73.8% |
| Participation rate | 37.5% | 88.7%-51.2pp | 87.8%-50.3pp | 82.1%-44.6pp |
| Annual return | 18.67% | 748.27%-729.6pp | 555.15%-536.5pp | 478.56%-459.9pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,573 | $8,935-60.0% | $8,221-56.5% | $6,341-43.7% |
| Admin fee / account holder | $32 | $14,293-99.8% | $12,045-99.7% | $12,309-99.7% |