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 | $29,195 | $77,634-62.4% | $156,549-81.4% | $62,891-53.6% |
| Participation rate | 64.7% | 71.2%-6.5pp | 84.0%-19.3pp | 69.3%-4.6pp |
| Annual return | 8.33% | 50.32%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,373 | $3,444-60.1% | $5,501-75.0% | $2,281-39.8% |
| Participant deferral / active EE | $1,545 | $3,045-49.3% | $4,871-68.3% | $3,203-51.8% |
| Admin fee / account holder | $9 | $5,561-99.8% | $13,027-99.9% | $4,296-99.8% |