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 | $36,030 | $53,516-32.7% | $126,539-71.5% | $84,808-57.5% |
| Participation rate | 42.9% | 58.2%-15.4pp | 69.8%-27.0pp | 68.3%-25.5pp |
| Annual return | 29.00% | 58.34%-29.3pp | 425.95%-396.9pp | 40.90%-11.9pp |
| Employer contribution / active EE | $557 | $1,535-63.7% | $3,674-84.8% | $2,631-78.8% |
| Participant deferral / active EE | $2,004 | $2,671-25.0% | $4,083-50.9% | $4,212-52.4% |
| Admin fee / account holder | $241 | $4,497-94.6% | $6,065-96.0% | $7,344-96.7% |