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 | $35,529 | $106,890-66.8% | $84,015-57.7% | $152,861-76.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 10.49% | 104.99%-94.5pp | 71.31%-60.8pp | 345.32%-334.8pp |
| Employer contribution / active EE | $1,694 | $2,734-38.1% | $1,983-14.6% | $4,762-64.4% |
| Participant deferral / active EE | $3,841 | $4,011-4.2% | $3,239+18.6% | $5,850-34.3% |
| Admin fee / account holder | $34 | $8,285-99.6% | $6,101-99.4% | $11,596-99.7% |