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 | $98,681 | $111,724-11.7% | $93,606+5.4% | $145,922-32.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 11.72% | 202.98%-191.3pp | 133.20%-121.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,164 | $3,090-62.3% | $2,420-51.9% | $4,660-75.0% |
| Participant deferral / active EE | $2,425 | $4,912-50.6% | $4,411-45.0% | $6,688-63.7% |
| Admin fee / account holder | $73 | $10,250-99.3% | $8,285-99.1% | $13,397-99.5% |