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 | $26,698 | $73,515-63.7% | $62,995-57.6% | $147,584-81.9% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.8%-17.7pp | 82.8%-25.7pp |
| Annual return | 23.94% | 175.43%-151.5pp | 87.57%-63.6pp | 578.55%-554.6pp |
| Employer contribution / active EE | $2,281 | $3,320-31.3% | $2,759-17.3% | $4,876-53.2% |
| Participant deferral / active EE | $3,545 | $4,185-15.3% | $3,329+6.5% | $5,439-34.8% |
| Admin fee / account holder | $46 | $5,953-99.2% | $3,600-98.7% | $10,885-99.6% |