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 | $138,075 | $209,411-34.1% | $178,490-22.6% | $158,922-13.1% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 8.00% | 188.75%-180.7pp | 151.07%-143.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,265 | $5,706-77.8% | $5,011-74.8% | $4,761-73.4% |
| Participant deferral / active EE | $3,466 | $5,954-41.8% | $5,202-33.4% | $5,982-42.1% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |