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 | $31,616 | $91,190-65.3% | $178,490-82.3% | $79,858-60.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 17.08% | 24.19%-7.1pp | 151.07%-134.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $937 | $3,256-71.2% | $5,011-81.3% | $2,471-62.1% |
| Participant deferral / active EE | $1,831 | $3,236-43.4% | $5,202-64.8% | $3,740-51.1% |
| Admin fee / account holder | $15 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |