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 | $35,919 | $102,616-65.0% | $81,983-56.2% | $158,922-77.4% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.2%-9.2pp | 82.0%-22.0pp |
| Annual return | 16.07% | 61.04%-45.0pp | 41.31%-25.2pp | 302.83%-286.8pp |
| Employer contribution / active EE | $909 | $3,240-71.9% | $2,498-63.6% | $4,761-80.9% |
| Participant deferral / active EE | $1,104 | $4,648-76.2% | $3,722-70.3% | $5,982-81.5% |
| Admin fee / account holder | $140 | $8,235-98.3% | $5,664-97.5% | $11,246-98.8% |