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 | $30,255 | $105,998-71.5% | $92,233-67.2% | $147,584-79.5% |
| Participation rate | 54.5% | 80.4%-25.9pp | 76.5%-21.9pp | 82.8%-28.3pp |
| Annual return | 21.86% | 50.05%-28.2pp | 176.28%-154.4pp | 578.55%-556.7pp |
| Employer contribution / active EE | $903 | $4,333-79.2% | $3,679-75.5% | $4,876-81.5% |
| Participant deferral / active EE | $3,089 | $4,478-31.0% | $3,897-20.7% | $5,439-43.2% |
| Admin fee / account holder | $87 | $6,332-98.6% | $5,194-98.3% | $10,885-99.2% |