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 | $29,056 | $115,770-74.9% | $101,248-71.3% | $158,922-81.7% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 23.32% | 56.14%-32.8pp | 46.47%-23.2pp | 302.83%-279.5pp |
| Employer contribution / active EE | $3,368 | $4,175-19.3% | $3,660-8.0% | $4,761-29.3% |
| Participant deferral / active EE | $4,676 | $4,957-5.7% | $4,370+7.0% | $5,982-21.8% |
| Admin fee / account holder | $196 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |