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 | $39,401 | $168,632-76.6% | $147,614-73.3% | $125,391-68.6% |
| Participation rate | 54.5% | 88.8%-34.2pp | 84.6%-30.1pp | 83.2%-28.6pp |
| Annual return | 1.89% | 77.65%-75.8pp | 61.98%-60.1pp | 282.22%-280.3pp |
| Employer contribution / active EE | $1,338 | $6,252-78.6% | $5,564-76.0% | $4,866-72.5% |
| Participant deferral / active EE | $2,533 | $5,507-54.0% | $4,895-48.2% | $5,352-52.7% |
| Admin fee / account holder | $112 | $13,580-99.2% | $11,611-99.0% | $9,540-98.8% |