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 | $27,153 | $101,069-73.1% | $81,478-66.7% | $147,584-81.6% |
| Participation rate | 37.5% | 74.5%-37.0pp | 68.0%-30.5pp | 82.8%-45.3pp |
| Annual return | 22.27% | 32.40%-10.1pp | 38.78%-16.5pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,037 | $3,205-67.6% | $2,568-59.6% | $4,876-78.7% |
| Participant deferral / active EE | $2,055 | $4,242-51.5% | $3,537-41.9% | $5,439-62.2% |
| Admin fee / account holder | $256 | $5,812-95.6% | $4,561-94.4% | $10,885-97.6% |