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 | $33,663 | $109,817-69.3% | $98,442-65.8% | $167,490-79.9% |
| Participation rate | 41.2% | 75.8%-34.6pp | 73.3%-32.2pp | 82.1%-40.9pp |
| Annual return | 14.83% | 1956.69%-1941.9pp | 1492.73%-1477.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $789 | $3,224-75.5% | $2,960-73.4% | $4,837-83.7% |
| Participant deferral / active EE | $1,211 | $4,673-74.1% | $4,276-71.7% | $6,341-80.9% |
| Admin fee / account holder | $19 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |