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 | $36,741 | $85,022-56.8% | $70,515-47.9% | $139,434-73.6% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 15.95% | 30.38%-14.4pp | 32.77%-16.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,220 | $3,909-43.2% | $2,973-25.3% | $4,751-53.3% |
| Participant deferral / active EE | $2,279 | $5,890-61.3% | $4,567-50.1% | $6,710-66.0% |
| Admin fee / account holder | $60 | $8,906-99.3% | $6,412-99.1% | $11,403-99.5% |