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 | $32,293 | $176,377-81.7% | $134,143-75.9% | $158,922-79.7% |
| Participation rate | 62.5% | 78.7%-16.2pp | 72.2%-9.7pp | 82.0%-19.5pp |
| Annual return | 29.24% | 63.63%-34.4pp | 36.33%-7.1pp | 302.83%-273.6pp |
| Employer contribution / active EE | $1,645 | $5,040-67.4% | $3,704-55.6% | $4,761-65.4% |
| Participant deferral / active EE | $4,641 | $4,091+13.4% | $3,499+32.7% | $5,982-22.4% |
| Admin fee / account holder | $37 | $8,718-99.6% | $6,684-99.4% | $11,246-99.7% |