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 | $60,772 | $169,032-64.0% | $129,207-53.0% | $145,922-58.4% |
| Participation rate | 65.2% | 76.4%-11.2pp | 69.6%-4.4pp | 80.3%-15.1pp |
| Annual return | 10.68% | 14330.11%-14319.4pp | 9417.33%-9406.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $902 | $5,537-83.7% | $4,153-78.3% | $4,660-80.6% |
| Participant deferral / active EE | $2,250 | $4,987-54.9% | $4,168-46.0% | $6,688-66.4% |
| Admin fee / account holder | $267 | $9,954-97.3% | $7,715-96.5% | $13,397-98.0% |