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 | $31,508 | $65,365-51.8% | $92,893-66.1% | $72,985-56.8% |
| Participation rate | 52.7% | 68.3%-15.6pp | 76.0%-23.3pp | 69.5%-16.8pp |
| Annual return | 31.17% | 42.10%-10.9pp | 109.41%-78.2pp | 81.00%-49.8pp |
| Employer contribution / active EE | $1,801 | $2,594-30.6% | $3,653-50.7% | $2,440-26.2% |
| Participant deferral / active EE | $4,002 | $3,128+27.9% | $4,236-5.5% | $3,607+10.9% |
| Admin fee / account holder | $33 | $4,251-99.2% | $5,794-99.4% | $5,124-99.4% |