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 | $55,237 | $111,724-50.6% | $93,606-41.0% | $145,922-62.1% |
| Participation rate | 31.3% | 74.2%-43.0pp | 68.7%-37.5pp | 80.3%-49.0pp |
| Annual return | 12.00% | 202.98%-191.0pp | 133.20%-121.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,707 | $3,090+52.3% | $2,420+94.5% | $4,660+1.0% |
| Participant deferral / active EE | $4,825 | $4,912-1.8% | $4,411+9.4% | $6,688-27.9% |
| Admin fee / account holder | $20 | $10,250-99.8% | $8,285-99.8% | $13,397-99.9% |