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 | $75,030 | $112,881-33.5% | $90,951-17.5% | $158,922-52.8% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 23.26% | 215.79%-192.5pp | 134.60%-111.3pp | 302.83%-279.6pp |
| Employer contribution / active EE | $456 | $2,893-84.2% | $2,122-78.5% | $4,761-90.4% |
| Participant deferral / active EE | $2,163 | $4,128-47.6% | $3,373-35.9% | $5,982-63.8% |
| Admin fee / account holder | $79 | $8,041-99.0% | $5,959-98.7% | $11,246-99.3% |