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 5-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 | $38,071 | $49,173-22.6% | $121,098-68.6% | $75,163-49.3% |
| Participation rate | 29.4% | 55.4%-26.0pp | 69.5%-40.1pp | 67.2%-37.8pp |
| Annual return | 24.83% | 55.99%-31.2pp | 985.75%-960.9pp | 160.62%-135.8pp |
| Employer contribution / active EE | $1,163 | $1,546-24.7% | $4,164-72.1% | $2,670-56.4% |
| Participant deferral / active EE | $3,155 | $2,628+20.1% | $4,080-22.7% | $4,125-23.5% |
| Admin fee / account holder | $95 | $3,942-97.6% | $5,644-98.3% | $5,651-98.3% |