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 | $34,775 | $104,907-66.9% | $84,611-58.9% | $152,861-77.3% |
| Participation rate | 23.5% | 74.8%-51.3pp | 68.2%-44.7pp | 82.4%-58.9pp |
| Annual return | 77.61% | 373.79%-296.2pp | 258.74%-181.1pp | 345.32%-267.7pp |
| Employer contribution / active EE | $697 | $3,302-78.9% | $2,652-73.7% | $4,762-85.4% |
| Participant deferral / active EE | $822 | $4,688-82.5% | $3,899-78.9% | $5,850-85.9% |
| Admin fee / account holder | $118 | $6,241-98.1% | $4,912-97.6% | $11,596-99.0% |