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 | $43,634 | $100,852-56.7% | $90,404-51.7% | $158,922-72.5% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.7%-18.8pp | 82.0%-28.1pp |
| Annual return | 17.55% | 1724.20%-1706.7pp | 1293.02%-1275.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,296 | $3,689-64.9% | $3,262-60.3% | $4,761-72.8% |
| Participant deferral / active EE | $2,446 | $4,348-43.7% | $3,963-38.3% | $5,982-59.1% |
| Admin fee / account holder | $159 | $6,501-97.6% | $5,611-97.2% | $11,246-98.6% |