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 | $47,730 | $99,020-51.8% | $86,590-44.9% | $147,584-67.7% |
| Participation rate | 68.4% | 76.3%-7.9pp | 73.5%-5.1pp | 82.8%-14.4pp |
| Annual return | 12.60% | 1312.34%-1299.7pp | 964.84%-952.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $463 | $3,132-85.2% | $2,839-83.7% | $4,876-90.5% |
| Participant deferral / active EE | $2,580 | $3,972-35.0% | $3,609-28.5% | $5,439-52.6% |
| Admin fee / account holder | $240 | $5,710-95.8% | $4,906-95.1% | $10,885-97.8% |