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 | $49,821 | $88,751-43.9% | $81,812-39.1% | $145,922-65.9% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.3%-25.3pp | 80.3%-33.2pp |
| Annual return | 21.08% | 1025.40%-1004.3pp | 773.79%-752.7pp | 561.29%-540.2pp |
| Employer contribution / active EE | $1,140 | $3,083-63.0% | $2,912-60.9% | $4,660-75.5% |
| Participant deferral / active EE | $1,430 | $4,643-69.2% | $4,319-66.9% | $6,688-78.6% |
| Admin fee / account holder | $38 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |