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 9-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 | $50,762 | $209,411-75.8% | $178,490-71.6% | $158,922-68.1% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 12.77% | 188.75%-176.0pp | 151.07%-138.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,699 | $5,706-70.2% | $5,011-66.1% | $4,761-64.3% |
| Participant deferral / active EE | $4,260 | $5,954-28.5% | $5,202-18.1% | $5,982-28.8% |
| Admin fee / account holder | $212 | $17,074-98.8% | $13,984-98.5% | $11,246-98.1% |