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 | $34,551 | $115,770-70.2% | $101,248-65.9% | $158,922-78.3% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 35.10% | 56.14%-21.0pp | 46.47%-11.4pp | 302.83%-267.7pp |
| Employer contribution / active EE | $1,230 | $4,175-70.5% | $3,660-66.4% | $4,761-74.2% |
| Participant deferral / active EE | $3,176 | $4,957-35.9% | $4,370-27.3% | $5,982-46.9% |
| Admin fee / account holder | $186 | $7,245-97.4% | $5,945-96.9% | $11,246-98.3% |