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 | $84,203 | $107,334-21.6% | $92,893-9.4% | $152,861-44.9% |
| Participation rate | 12.5% | 79.8%-67.3pp | 76.0%-63.5pp | 82.4%-69.9pp |
| Annual return | 25.48% | 145.58%-120.1pp | 109.41%-83.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $902 | $4,221-78.6% | $3,653-75.3% | $4,762-81.1% |
| Participant deferral / active EE | $1,850 | $4,845-61.8% | $4,236-56.3% | $5,850-68.4% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |