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 | $35,651 | $103,376-65.5% | $87,100-59.1% | $152,861-76.7% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.9%-34.0pp | 82.4%-39.6pp |
| Annual return | 23.73% | 28.10%-4.4pp | 28.19%-4.5pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,902 | $3,220-41.0% | $2,521-24.6% | $4,762-60.1% |
| Participant deferral / active EE | $2,717 | $4,778-43.1% | $4,049-32.9% | $5,850-53.6% |
| Admin fee / account holder | $35 | $12,205-99.7% | $7,497-99.5% | $11,596-99.7% |