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 | $79,099 | $183,963-57.0% | $162,163-51.2% | $152,861-48.3% |
| Participation rate | 28.6% | 88.5%-59.9pp | 87.6%-59.0pp | 82.4%-53.9pp |
| Annual return | 24.34% | 150.76%-126.4pp | 115.59%-91.3pp | 345.32%-321.0pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $264 | $13,121-98.0% | $10,843-97.6% | $11,596-97.7% |