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 | $34,612 | $133,922-74.2% | $116,228-70.2% | $142,382-75.7% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.6%-7.9pp | 80.1%-13.5pp |
| Annual return | 11.51% | 147.76%-136.3pp | 90.06%-78.6pp | 217.08%-205.6pp |
| Employer contribution / active EE | $762 | $3,446-77.9% | $2,994-74.5% | $4,299-82.3% |
| Participant deferral / active EE | $2,175 | $5,672-61.7% | $4,953-56.1% | $6,507-66.6% |
| Admin fee / account holder | $256 | $14,945-98.3% | $11,989-97.9% | $12,624-98.0% |