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 | $41,618 | $114,047-63.5% | $96,139-56.7% | $167,490-75.2% |
| Participation rate | 55.6% | 75.1%-19.5pp | 68.4%-12.9pp | 82.1%-26.5pp |
| Annual return | 10.21% | 189.88%-179.7pp | 191.94%-181.7pp | 478.56%-468.3pp |
| Employer contribution / active EE | $1,181 | $3,427-65.5% | $2,797-57.8% | $4,837-75.6% |
| Participant deferral / active EE | $2,068 | $5,194-60.2% | $4,349-52.5% | $6,341-67.4% |
| Admin fee / account holder | $168 | $6,897-97.6% | $5,537-97.0% | $12,309-98.6% |