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 | $75,656 | $109,327-30.8% | $89,391-15.4% | $158,922-52.4% |
| Participation rate | 47.4% | 74.3%-26.9pp | 68.0%-20.6pp | 82.0%-34.6pp |
| Annual return | 19.98% | 345.68%-325.7pp | 245.62%-225.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,675 | $3,170-47.2% | $2,586-35.2% | $4,761-64.8% |
| Participant deferral / active EE | $4,433 | $4,598-3.6% | $3,890+14.0% | $5,982-25.9% |
| Admin fee / account holder | $122 | $6,153-98.0% | $4,881-97.5% | $11,246-98.9% |