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 | $41,314 | $109,982-62.4% | $97,226-57.5% | $145,922-71.7% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 16.56% | 242.90%-226.3pp | 75.13%-58.6pp | 561.29%-544.7pp |
| Employer contribution / active EE | $346 | $3,084-88.8% | $2,729-87.3% | $4,660-92.6% |
| Participant deferral / active EE | $1,692 | $4,676-63.8% | $4,264-60.3% | $6,688-74.7% |
| Admin fee / account holder | $86 | $6,221-98.6% | $5,654-98.5% | $13,397-99.4% |