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 | $35,611 | $117,381-69.7% | $99,443-64.2% | $152,861-76.7% |
| Participation rate | 57.1% | 77.5%-20.4pp | 73.8%-16.7pp | 82.4%-25.3pp |
| Annual return | 23.17% | 31.87%-8.7pp | 30.72%-7.5pp | 345.32%-322.1pp |
| Employer contribution / active EE | $875 | $3,013-71.0% | $2,540-65.6% | $4,762-81.6% |
| Participant deferral / active EE | $3,964 | $4,086-3.0% | $3,619+9.5% | $5,850-32.2% |
| Admin fee / account holder | $16 | $7,631-99.8% | $6,250-99.7% | $11,596-99.9% |