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 | $46,242 | $169,032-72.6% | $129,207-64.2% | $145,922-68.3% |
| Participation rate | 40.0% | 76.4%-36.4pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 15.45% | 14330.11%-14314.7pp | 9417.33%-9401.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $975 | $5,537-82.4% | $4,153-76.5% | $4,660-79.1% |
| Participant deferral / active EE | $3,256 | $4,987-34.7% | $4,168-21.9% | $6,688-51.3% |
| Admin fee / account holder | $10 | $9,954-99.9% | $7,715-99.9% | $13,397-99.9% |