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 | $36,121 | $83,337-56.7% | $67,834-46.8% | $273,961-86.8% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 13.31% | 259.45%-246.1pp | 138.47%-125.2pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,540 | $3,287-53.2% | $2,403-35.9% | $4,869-68.4% |
| Participant deferral / active EE | $4,098 | $4,088+0.3% | $3,160+29.7% | $5,287-22.5% |
| Admin fee / account holder | $57 | $6,752-99.2% | $4,622-98.8% | $10,132-99.4% |