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 | $34,385 | $116,175-70.4% | $93,606-63.3% | $152,861-77.5% |
| Participation rate | 40.0% | 78.0%-38.0pp | 75.8%-35.8pp | 82.4%-42.4pp |
| Annual return | 30.79% | 35.96%-5.2pp | 32.76%-2.0pp | 345.32%-314.5pp |
| Employer contribution / active EE | $1,108 | $3,218-65.6% | $2,718-59.2% | $4,762-76.7% |
| Participant deferral / active EE | $1,447 | $4,603-68.6% | $4,069-64.4% | $5,850-75.3% |
| Admin fee / account holder | $74 | $10,748-99.3% | $7,888-99.1% | $11,596-99.4% |