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 | $37,734 | $115,770-67.4% | $101,248-62.7% | $158,922-76.3% |
| Participation rate | 55.0% | 79.4%-24.4pp | 75.8%-20.8pp | 82.0%-27.0pp |
| Annual return | 23.05% | 56.14%-33.1pp | 46.47%-23.4pp | 302.83%-279.8pp |
| Employer contribution / active EE | $2,023 | $4,175-51.5% | $3,660-44.7% | $4,761-57.5% |
| Participant deferral / active EE | $6,158 | $4,957+24.2% | $4,370+40.9% | $5,982+2.9% |
| Admin fee / account holder | $32 | $7,245-99.6% | $5,945-99.5% | $11,246-99.7% |