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 | $39,180 | $93,571-58.1% | $135,903-71.2% | $75,163-47.9% |
| Participation rate | 64.6% | 75.2%-10.6pp | 81.9%-17.3pp | 67.2%-2.6pp |
| Annual return | 23.02% | 30.90%-7.9pp | 68.23%-45.2pp | 160.62%-137.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,168 | $6,404-3.7% | $7,758-20.5% | $4,125+49.5% |
| Admin fee / account holder | $270 | $6,975-96.1% | $10,762-97.5% | $5,651-95.2% |