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 9-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 | $34,950 | $226,064-84.5% | $182,532-80.9% | $152,861-77.1% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.0%-55.8pp | 82.4%-60.2pp |
| Annual return | 23.35% | 192.51%-169.2pp | 148.54%-125.2pp | 345.32%-322.0pp |
| Employer contribution / active EE | $637 | $4,978-87.2% | $4,076-84.4% | $4,762-86.6% |
| Participant deferral / active EE | $1,198 | $6,368-81.2% | $5,524-78.3% | $5,850-79.5% |
| Admin fee / account holder | $58 | $10,703-99.5% | $8,592-99.3% | $11,596-99.5% |