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 | $71,445 | $107,934-33.8% | $91,989-22.3% | $152,861-53.3% |
| Participation rate | 30.0% | 81.2%-51.2pp | 78.6%-48.6pp | 82.4%-52.4pp |
| Annual return | 26.27% | 89.24%-63.0pp | 69.02%-42.7pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,179 | $4,210-72.0% | $3,452-65.9% | $4,762-75.3% |
| Participant deferral / active EE | $3,938 | $6,364-38.1% | $5,923-33.5% | $5,850-32.7% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |