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 | $41,175 | $108,919-62.2% | $100,391-59.0% | $145,922-71.8% |
| Participation rate | 62.5% | 82.9%-20.4pp | 81.5%-19.0pp | 80.3%-17.8pp |
| Annual return | 11.43% | 57.88%-46.5pp | 49.20%-37.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,221 | $4,419-72.4% | $3,942-69.0% | $4,660-73.8% |
| Participant deferral / active EE | $4,495 | $8,445-46.8% | $8,082-44.4% | $6,688-32.8% |
| Admin fee / account holder | $270 | $9,689-97.2% | $7,899-96.6% | $13,397-98.0% |