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 | $34,643 | $73,515-52.9% | $62,995-45.0% | $147,584-76.5% |
| Participation rate | 63.2% | 77.9%-14.7pp | 74.8%-11.6pp | 82.8%-19.7pp |
| Annual return | 10.20% | 175.43%-165.2pp | 87.57%-77.4pp | 578.55%-568.3pp |
| Employer contribution / active EE | $678 | $3,320-79.6% | $2,759-75.4% | $4,876-86.1% |
| Participant deferral / active EE | $1,941 | $4,185-53.6% | $3,329-41.7% | $5,439-64.3% |
| Admin fee / account holder | $152 | $5,953-97.4% | $3,600-95.8% | $10,885-98.6% |