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 | $32,249 | $58,512-44.9% | $84,015-61.6% | $72,985-55.8% |
| Participation rate | 57.7% | 61.2%-3.5pp | 69.0%-11.3pp | 69.5%-11.8pp |
| Annual return | 39.27% | 28.93%+10.3pp | 71.31%-32.0pp | 81.00%-41.7pp |
| Employer contribution / active EE | $1,738 | $1,163+49.4% | $1,983-12.4% | $2,440-28.8% |
| Participant deferral / active EE | $5,555 | $2,394+132.0% | $3,239+71.5% | $3,607+54.0% |
| Admin fee / account holder | $257 | $4,569-94.4% | $6,101-95.8% | $5,124-95.0% |