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 8-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 | $32,421 | $116,175-72.1% | $93,606-65.4% | $152,861-78.8% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.4%-32.4pp |
| Annual return | 54.50% | 35.96%+18.5pp | 32.76%+21.7pp | 345.32%-290.8pp |
| Employer contribution / active EE | $3,600 | $3,218+11.9% | $2,718+32.5% | $4,762-24.4% |
| Participant deferral / active EE | $4,259 | $4,603-7.5% | $4,069+4.7% | $5,850-27.2% |
| Admin fee / account holder | $102 | $10,748-99.1% | $7,888-98.7% | $11,596-99.1% |