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 | $37,191 | $104,907-64.5% | $84,611-56.0% | $152,861-75.7% |
| Participation rate | 54.5% | 74.8%-20.3pp | 68.2%-13.7pp | 82.4%-27.9pp |
| Annual return | 27.50% | 373.79%-346.3pp | 258.74%-231.2pp | 345.32%-317.8pp |
| Employer contribution / active EE | $1,643 | $3,302-50.2% | $2,652-38.0% | $4,762-65.5% |
| Participant deferral / active EE | $3,924 | $4,688-16.3% | $3,899+0.6% | $5,850-32.9% |
| Admin fee / account holder | $40 | $6,241-99.4% | $4,912-99.2% | $11,596-99.7% |