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 | $31,709 | $96,635-67.2% | $86,612-63.4% | $139,434-77.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 15.13% | 106.41%-91.3pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,039 | $3,263-68.2% | $3,022-65.6% | $4,751-78.1% |
| Participant deferral / active EE | $1,212 | $4,836-74.9% | $4,438-72.7% | $6,710-81.9% |
| Admin fee / account holder | $266 | $6,408-95.8% | $5,614-95.3% | $11,403-97.7% |