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 | $37,616 | $175,202-78.5% | $149,673-74.9% | $139,434-73.0% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 12.57% | 166.71%-154.1pp | 134.42%-121.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,313 | $5,474-76.0% | $4,818-72.8% | $4,751-72.4% |
| Participant deferral / active EE | $4,024 | $6,519-38.3% | $5,680-29.1% | $6,710-40.0% |
| Admin fee / account holder | $124 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |