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 | $73,234 | $110,502-33.7% | $80,716-9.3% | $167,490-56.3% |
| Participation rate | 23.1% | 64.0%-40.9pp | 54.2%-31.1pp | 82.1%-59.0pp |
| Annual return | 9.37% | 120.54%-111.2pp | 87.28%-77.9pp | 478.56%-469.2pp |
| Employer contribution / active EE | $135 | $1,543-91.2% | $1,160-88.3% | $4,837-97.2% |
| Participant deferral / active EE | $541 | $2,871-81.1% | $2,146-74.8% | $6,341-91.5% |
| Admin fee / account holder | $2 | $4,545-100.0% | $3,380-99.9% | $12,309-100.0% |