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 | $31,825 | $227,553-86.0% | $189,557-83.2% | $167,490-81.0% |
| Participation rate | 64.7% | 82.5%-17.8pp | 78.4%-13.7pp | 82.1%-17.4pp |
| Annual return | 17.36% | 78.40%-61.0pp | 64.17%-46.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $781 | $5,316-85.3% | $4,412-82.3% | $4,837-83.9% |
| Participant deferral / active EE | $3,903 | $7,002-44.3% | $6,174-36.8% | $6,341-38.5% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |