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 | $21,052 | $105,998-80.1% | $92,233-77.2% | $147,584-85.7% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 34.44% | 50.05%-15.6pp | 176.28%-141.8pp | 578.55%-544.1pp |
| Employer contribution / active EE | $695 | $4,333-84.0% | $3,679-81.1% | $4,876-85.7% |
| Participant deferral / active EE | $2,188 | $4,478-51.1% | $3,897-43.9% | $5,439-59.8% |
| Admin fee / account holder | $214 | $6,332-96.6% | $5,194-95.9% | $10,885-98.0% |