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 | $37,353 | $106,515-64.9% | $96,683-61.4% | $139,434-73.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 17.09% | 38.43%-21.3pp | 35.69%-18.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,657 | $4,103-59.6% | $3,737-55.7% | $4,751-65.1% |
| Participant deferral / active EE | $4,837 | $5,454-11.3% | $4,878-0.8% | $6,710-27.9% |
| Admin fee / account holder | $73 | $7,877-99.1% | $6,730-98.9% | $11,403-99.4% |