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 | $45,428 | $183,963-75.3% | $162,163-72.0% | $152,861-70.3% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 19.18% | 150.76%-131.6pp | 115.59%-96.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,945 | $6,371-69.5% | $5,614-65.4% | $4,762-59.2% |
| Participant deferral / active EE | $2,974 | $8,034-63.0% | $7,298-59.2% | $5,850-49.2% |
| Admin fee / account holder | $155 | $13,121-98.8% | $10,843-98.6% | $11,596-98.7% |