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 | $39,926 | $89,355-55.3% | $141,162-71.7% | $72,985-45.3% |
| Participation rate | 59.6% | 75.1%-15.5pp | 82.5%-22.9pp | 69.5%-9.9pp |
| Annual return | 20.52% | 111.85%-91.3pp | 71.39%-50.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $2,443 | $3,114-21.5% | $4,735-48.4% | $2,440+0.1% |
| Participant deferral / active EE | $4,586 | $5,418-15.4% | $6,709-31.6% | $3,607+27.1% |
| Admin fee / account holder | $36 | $5,958-99.4% | $10,261-99.7% | $5,124-99.3% |