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 | $53,089 | $201,272-73.6% | $184,203-71.2% | $145,922-63.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 24.08% | 29.00%-4.9pp | 28.81%-4.7pp | 561.29%-537.2pp |
| Employer contribution / active EE | $4,810 | $7,022-31.5% | $6,427-25.2% | $4,660+3.2% |
| Participant deferral / active EE | $10,050 | $9,806+2.5% | $9,131+10.1% | $6,688+50.3% |
| Admin fee / account holder | $11 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |