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 | $35,222 | $104,486-66.3% | $76,817-54.1% | $152,861-77.0% |
| Participation rate | 63.6% | 76.6%-13.0pp | 72.1%-8.4pp | 82.4%-18.8pp |
| Annual return | 18.46% | 1013.37%-994.9pp | 1166.11%-1147.6pp | 345.32%-326.9pp |
| Employer contribution / active EE | $685 | $3,116-78.0% | $2,302-70.2% | $4,762-85.6% |
| Participant deferral / active EE | $2,751 | $4,236-35.1% | $3,336-17.5% | $5,850-53.0% |
| Admin fee / account holder | $176 | $12,275-98.6% | $6,420-97.3% | $11,596-98.5% |