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 | $31,842 | $102,966-69.1% | $90,281-64.7% | $152,861-79.2% |
| Participation rate | 63.2% | 75.9%-12.7pp | 73.3%-10.1pp | 82.4%-19.3pp |
| Annual return | 24.14% | 95.16%-71.0pp | 78.10%-54.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,337 | $3,139-57.4% | $2,854-53.2% | $4,762-71.9% |
| Participant deferral / active EE | $2,671 | $4,281-37.6% | $3,885-31.2% | $5,850-54.3% |
| Admin fee / account holder | $74 | $6,171-98.8% | $5,351-98.6% | $11,596-99.4% |