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 | $37,485 | $165,335-77.3% | $149,696-75.0% | $158,922-76.4% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 12.89% | 348.15%-335.3pp | 276.60%-263.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,822 | $5,103-64.3% | $4,644-60.8% | $4,761-61.7% |
| Participant deferral / active EE | $5,112 | $7,181-28.8% | $6,842-25.3% | $5,982-14.5% |
| Admin fee / account holder | $35 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |