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 | $32,589 | $76,000-57.1% | $154,107-78.9% | $64,186-49.2% |
| Participation rate | 69.4% | 70.4%-1.0pp | 83.0%-13.6pp | 69.6%-0.2pp |
| Annual return | 9.93% | 30.32%-20.4pp | 735.12%-725.2pp | 7.63%+2.3pp |
| Employer contribution / active EE | $693 | $3,351-79.3% | $5,298-86.9% | $2,381-70.9% |
| Participant deferral / active EE | $2,250 | $3,175-29.2% | $5,081-55.7% | $3,470-35.2% |
| Admin fee / account holder | $299 | $5,596-94.7% | $13,411-97.8% | $4,888-93.9% |