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 | $81,065 | $226,064-64.1% | $182,532-55.6% | $152,861-47.0% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.4%-49.1pp |
| Annual return | 17.62% | 192.51%-174.9pp | 148.54%-130.9pp | 345.32%-327.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,333 | $6,368-0.5% | $5,524+14.6% | $5,850+8.3% |
| Admin fee / account holder | $210 | $10,703-98.0% | $8,592-97.6% | $11,596-98.2% |