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 | $67,636 | $101,069-33.1% | $81,478-17.0% | $147,584-54.2% |
| Participation rate | 20.0% | 74.5%-54.5pp | 68.0%-48.0pp | 82.8%-62.8pp |
| Annual return | 50.23% | 32.40%+17.8pp | 38.78%+11.4pp | 578.55%-528.3pp |
| Employer contribution / active EE | $1,200 | $3,205-62.6% | $2,568-53.3% | $4,876-75.4% |
| Participant deferral / active EE | $3,600 | $4,242-15.1% | $3,537+1.8% | $5,439-33.8% |
| Admin fee / account holder | $99 | $5,812-98.3% | $4,561-97.8% | $10,885-99.1% |