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 | $29,579 | $85,202-65.3% | $172,739-82.9% | $72,985-59.5% |
| Participation rate | 58.1% | 70.1%-12.0pp | 82.6%-24.6pp | 69.5%-11.4pp |
| Annual return | 37.61% | 27.32%+10.3pp | 802.84%-765.2pp | 81.00%-43.4pp |
| Employer contribution / active EE | $1,921 | $3,324-42.2% | $5,143-62.6% | $2,440-21.2% |
| Participant deferral / active EE | $3,931 | $3,260+20.6% | $5,198-24.4% | $3,607+9.0% |
| Admin fee / account holder | $26 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |