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 | $40,828 | $98,750-58.7% | $149,696-72.7% | $79,858-48.9% |
| Participation rate | 46.7% | 75.8%-29.1pp | 82.5%-35.8pp | 69.6%-23.0pp |
| Annual return | 16.24% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,360 | $3,216-57.7% | $4,644-70.7% | $2,471-44.9% |
| Participant deferral / active EE | $4,909 | $5,680-13.6% | $6,842-28.3% | $3,740+31.2% |
| Admin fee / account holder | $197 | $6,053-96.7% | $9,309-97.9% | $5,306-96.3% |