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 | $45,702 | $102,966-55.6% | $90,281-49.4% | $152,861-70.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 25.38% | 95.16%-69.8pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,676 | $3,139-46.6% | $2,854-41.3% | $4,762-64.8% |
| Participant deferral / active EE | $6,893 | $4,281+61.0% | $3,885+77.4% | $5,850+17.8% |
| Admin fee / account holder | $57 | $6,171-99.1% | $5,351-98.9% | $11,596-99.5% |