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 | $39,670 | $91,190-56.5% | $178,490-77.8% | $79,858-50.3% |
| Participation rate | 48.5% | 69.2%-20.7pp | 81.9%-33.4pp | 69.6%-21.1pp |
| Annual return | 19.18% | 24.19%-5.0pp | 151.07%-131.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,839 | $3,256-43.5% | $5,011-63.3% | $2,471-25.6% |
| Participant deferral / active EE | $3,645 | $3,236+12.6% | $5,202-29.9% | $3,740-2.5% |
| Admin fee / account holder | $166 | $6,751-97.5% | $13,984-98.8% | $5,306-96.9% |