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 | $29,652 | $107,334-72.4% | $92,893-68.1% | $152,861-80.6% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 24.32% | 145.58%-121.3pp | 109.41%-85.1pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,136 | $4,221-73.1% | $3,653-68.9% | $4,762-76.1% |
| Participant deferral / active EE | $3,617 | $4,845-25.4% | $4,236-14.6% | $5,850-38.2% |
| Admin fee / account holder | $288 | $7,079-95.9% | $5,794-95.0% | $11,596-97.5% |