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 | $61,407 | $202,432-69.7% | $169,368-63.7% | $139,434-56.0% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 19.98% | 531.74%-511.8pp | 405.60%-385.6pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,190 | $4,692-74.6% | $4,013-70.4% | $4,751-75.0% |
| Participant deferral / active EE | $3,896 | $6,938-43.9% | $6,221-37.4% | $6,710-41.9% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |