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 | $33,341 | $105,998-68.5% | $92,233-63.9% | $147,584-77.4% |
| Participation rate | 68.4% | 80.4%-12.0pp | 76.5%-8.1pp | 82.8%-14.4pp |
| Annual return | 15.76% | 50.05%-34.3pp | 176.28%-160.5pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,231 | $4,333-71.6% | $3,679-66.5% | $4,876-74.7% |
| Participant deferral / active EE | $1,693 | $4,478-62.2% | $3,897-56.5% | $5,439-68.9% |
| Admin fee / account holder | $87 | $6,332-98.6% | $5,194-98.3% | $10,885-99.2% |