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 7-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 | $34,745 | $69,207-49.8% | $64,056-45.8% | $139,434-75.1% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 18.57% | 45.88%-27.3pp | 33.69%-15.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,408 | $3,182-55.8% | $2,747-48.8% | $4,751-70.4% |
| Participant deferral / active EE | $4,005 | $4,682-14.5% | $3,880+3.2% | $6,710-40.3% |
| Admin fee / account holder | $132 | $4,244-96.9% | $3,068-95.7% | $11,403-98.8% |