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 | $28,371 | $105,998-73.2% | $92,233-69.2% | $147,584-80.8% |
| Participation rate | 63.6% | 80.4%-16.8pp | 76.5%-12.8pp | 82.8%-19.2pp |
| Annual return | 18.80% | 50.05%-31.2pp | 176.28%-157.5pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,058 | $4,333-75.6% | $3,679-71.3% | $4,876-78.3% |
| Participant deferral / active EE | $7,168 | $4,478+60.1% | $3,897+83.9% | $5,439+31.8% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |