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 | $33,568 | $176,377-81.0% | $134,143-75.0% | $158,922-78.9% |
| Participation rate | 42.9% | 78.7%-35.8pp | 72.2%-29.3pp | 82.0%-39.1pp |
| Annual return | 8.23% | 63.63%-55.4pp | 36.33%-28.1pp | 302.83%-294.6pp |
| Employer contribution / active EE | $930 | $5,040-81.5% | $3,704-74.9% | $4,761-80.5% |
| Participant deferral / active EE | $2,928 | $4,091-28.4% | $3,499-16.3% | $5,982-51.0% |
| Admin fee / account holder | $11 | $8,718-99.9% | $6,684-99.8% | $11,246-99.9% |