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 | $36,236 | $152,587-76.3% | $125,175-71.1% | $152,861-76.3% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 43.68% | 54.84%-11.2pp | 43.79%-0.1pp | 345.32%-301.6pp |
| Employer contribution / active EE | $2,268 | $4,946-54.2% | $3,865-41.3% | $4,762-52.4% |
| Participant deferral / active EE | $2,631 | $5,868-55.2% | $4,937-46.7% | $5,850-55.0% |
| Admin fee / account holder | $199 | $13,434-98.5% | $9,702-97.9% | $11,596-98.3% |