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 | $41,928 | $131,829-68.2% | $108,579-61.4% | $273,961-84.7% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 12.51% | -91.57%+104.1pp | -51.70%+64.2pp | 41.45%-28.9pp |
| Employer contribution / active EE | $1,714 | $4,912-65.1% | $3,758-54.4% | $4,869-64.8% |
| Participant deferral / active EE | $5,899 | $5,127+15.1% | $4,311+36.8% | $5,287+11.6% |
| Admin fee / account holder | $69 | $10,252-99.3% | $7,645-99.1% | $10,132-99.3% |