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 | $34,369 | $76,738-55.2% | $56,411-39.1% | $145,922-76.4% |
| Participation rate | 58.3% | 63.2%-4.9pp | 52.5%+5.9pp | 80.3%-21.9pp |
| Annual return | 9.13% | 2994.23%-2985.1pp | 1701.33%-1692.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $971 | $1,380-29.6% | $1,039-6.5% | $4,660-79.2% |
| Participant deferral / active EE | $7,000 | $2,623+166.9% | $1,952+258.6% | $6,688+4.7% |
| Admin fee / account holder | $13 | $3,334-99.6% | $2,829-99.6% | $13,397-99.9% |