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 | $38,206 | $106,890-64.3% | $84,015-54.5% | $152,861-75.0% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 20.40% | 104.99%-84.6pp | 71.31%-50.9pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,984 | $2,734-27.5% | $1,9830% | $4,762-58.3% |
| Participant deferral / active EE | $2,475 | $4,011-38.3% | $3,239-23.6% | $5,850-57.7% |
| Admin fee / account holder | $40 | $8,285-99.5% | $6,101-99.3% | $11,596-99.7% |