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 | $31,592 | $70,606-55.3% | $53,898-41.4% | $142,382-77.8% |
| Participation rate | 52.9% | 63.7%-10.8pp | 55.0%-2.0pp | 80.1%-27.2pp |
| Annual return | 21.74% | 619.81%-598.1pp | 528.60%-506.9pp | 217.08%-195.3pp |
| Employer contribution / active EE | $574 | $1,202-52.2% | $932-38.4% | $4,299-86.6% |
| Participant deferral / active EE | $1,278 | $2,364-46.0% | $1,826-30.0% | $6,507-80.4% |
| Admin fee / account holder | $97 | $2,852-96.6% | $2,491-96.1% | $12,624-99.2% |