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 | $29,139 | $105,859-72.5% | $90,160-67.7% | $147,584-80.3% |
| Participation rate | 53.8% | 79.7%-25.9pp | 76.9%-23.0pp | 82.8%-29.0pp |
| Annual return | 24.92% | 37.63%-12.7pp | 34.88%-10.0pp | 578.55%-553.6pp |
| Employer contribution / active EE | $978 | $4,126-76.3% | $3,318-70.5% | $4,876-79.9% |
| Participant deferral / active EE | $3,428 | $5,733-40.2% | $5,288-35.2% | $5,439-37.0% |
| Admin fee / account holder | $28 | $8,046-99.7% | $5,943-99.5% | $10,885-99.7% |