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 | $66,717 | $93,571-28.7% | $135,903-50.9% | $75,163-11.2% |
| Participation rate | 42.6% | 75.2%-32.6pp | 81.9%-39.4pp | 67.2%-24.6pp |
| Annual return | 39.44% | 30.90%+8.5pp | 68.23%-28.8pp | 160.62%-121.2pp |
| Employer contribution / active EE | $1,260 | $3,537-64.4% | $4,856-74.1% | $2,670-52.8% |
| Participant deferral / active EE | $3,287 | $6,404-48.7% | $7,758-57.6% | $4,125-20.3% |
| Admin fee / account holder | $4 | $6,975-99.9% | $10,762-100.0% | $5,651-99.9% |