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 | $36,088 | $58,208-38.0% | $81,812-55.9% | $80,856-55.4% |
| Participation rate | 47.7% | 63.4%-15.7pp | 72.3%-24.6pp | 67.6%-19.9pp |
| Annual return | 13.76% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $438 | $2,340-81.3% | $2,912-85.0% | $2,755-84.1% |
| Participant deferral / active EE | $906 | $3,281-72.4% | $4,319-79.0% | $4,296-78.9% |
| Admin fee / account holder | $3 | $4,981-99.9% | $7,386-100.0% | $6,918-100.0% |