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 | $35,460 | $165,912-78.6% | $122,332-71.0% | $147,584-76.0% |
| Participation rate | 16.7% | 79.6%-62.9pp | 71.6%-55.0pp | 82.8%-66.2pp |
| Annual return | 15.13% | 34.55%-19.4pp | 30.27%-15.1pp | 578.55%-563.4pp |
| Employer contribution / active EE | $191 | $5,754-96.7% | $4,050-95.3% | $4,876-96.1% |
| Participant deferral / active EE | $2,999 | $4,005-25.1% | $3,287-8.8% | $5,439-44.9% |
| Admin fee / account holder | $273 | $7,424-96.3% | $5,478-95.0% | $10,885-97.5% |