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 | $46,314 | $159,901-71.0% | $146,958-68.5% | $145,922-68.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.89% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,538 | $5,286-70.9% | $4,933-68.8% | $4,660-67.0% |
| Participant deferral / active EE | $3,157 | $8,428-62.5% | $8,070-60.9% | $6,688-52.8% |
| Admin fee / account holder | $60 | $15,044-99.6% | $12,998-99.5% | $13,397-99.6% |