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 | $39,955 | $27,915+43.1% | $58,482-31.7% | $75,163-46.8% |
| Participation rate | 59.5% | 38.8%+20.7pp | 50.9%+8.7pp | 67.2%-7.7pp |
| Annual return | 19.51% | 44.20%-24.7pp | 4239.32%-4219.8pp | 160.62%-141.1pp |
| Employer contribution / active EE | $402 | $669-39.9% | $1,053-61.8% | $2,670-84.9% |
| Participant deferral / active EE | $1,699 | $1,201+41.4% | $1,924-11.7% | $4,125-58.8% |
| Admin fee / account holder | $281 | $1,726-83.7% | $2,516-88.8% | $5,651-95.0% |