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 | $35,272 | $107,934-67.3% | $91,989-61.7% | $152,861-76.9% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.4%-32.4pp |
| Annual return | 30.61% | 89.24%-58.6pp | 69.02%-38.4pp | 345.32%-314.7pp |
| Employer contribution / active EE | $2,369 | $4,210-43.7% | $3,452-31.4% | $4,762-50.3% |
| Participant deferral / active EE | $5,923 | $6,364-6.9% | $5,9230% | $5,850+1.2% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |