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 | $31,809 | $106,890-70.2% | $84,015-62.1% | $152,861-79.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 26.75% | 104.99%-78.2pp | 71.31%-44.6pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,295 | $2,734-52.6% | $1,983-34.7% | $4,762-72.8% |
| Participant deferral / active EE | $3,700 | $4,011-7.8% | $3,239+14.2% | $5,850-36.8% |
| Admin fee / account holder | $270 | $8,285-96.7% | $6,101-95.6% | $11,596-97.7% |