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 | $34,123 | $84,233-59.5% | $170,442-80.0% | $70,131-51.3% |
| Participation rate | 48.6% | 70.8%-22.3pp | 83.6%-35.0pp | 69.5%-21.0pp |
| Annual return | 21.07% | 23.06%-2.0pp | 205.93%-184.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,273 | $3,387-32.9% | $5,433-58.2% | $2,342-3.0% |
| Participant deferral / active EE | $4,077 | $3,086+32.1% | $4,939-17.5% | $3,332+22.4% |
| Admin fee / account holder | $3 | $5,698-100.0% | $13,880-100.0% | $4,645-99.9% |