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 | $34,448 | $102,616-66.4% | $81,983-58.0% | $158,922-78.3% |
| Participation rate | 68.2% | 75.5%-7.3pp | 69.2%-1.1pp | 82.0%-13.8pp |
| Annual return | 14.65% | 61.04%-46.4pp | 41.31%-26.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $857 | $3,240-73.6% | $2,498-65.7% | $4,761-82.0% |
| Participant deferral / active EE | $2,800 | $4,648-39.8% | $3,722-24.8% | $5,982-53.2% |
| Admin fee / account holder | $82 | $8,235-99.0% | $5,664-98.6% | $11,246-99.3% |