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 | $38,035 | $56,114-32.2% | $96,139-60.4% | $85,850-55.7% |
| Participation rate | 39.7% | 56.7%-17.0pp | 68.4%-28.7pp | 69.3%-29.6pp |
| Annual return | 15.64% | 42.30%-26.7pp | 191.94%-176.3pp | 318.53%-302.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $977 | $2,859-65.8% | $4,349-77.5% | $3,952-75.3% |
| Admin fee / account holder | $297 | $3,768-92.1% | $5,537-94.6% | $6,260-95.2% |