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 | $40,871 | $107,334-61.9% | $92,893-56.0% | $152,861-73.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 19.24% | 145.58%-126.3pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,736 | $4,221-35.2% | $3,653-25.1% | $4,762-42.5% |
| Participant deferral / active EE | $4,086 | $4,845-15.7% | $4,236-3.5% | $5,850-30.2% |
| Admin fee / account holder | $28 | $7,079-99.6% | $5,794-99.5% | $11,596-99.8% |