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 | $94,144 | $121,625-22.6% | $104,607-10.0% | $158,922-40.8% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 4.04% | 465.26%-461.2pp | 340.46%-336.4pp | 302.83%-298.8pp |
| Employer contribution / active EE | $1,098 | $3,163-65.3% | $2,681-59.1% | $4,761-76.9% |
| Participant deferral / active EE | $1,073 | $4,177-74.3% | $3,740-71.3% | $5,982-82.1% |
| Admin fee / account holder | $70 | $7,787-99.1% | $6,473-98.9% | $11,246-99.4% |