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 | $33,671 | $102,966-67.3% | $90,281-62.7% | $152,861-78.0% |
| Participation rate | 54.5% | 75.9%-21.3pp | 73.3%-18.7pp | 82.4%-27.9pp |
| Annual return | 21.82% | 95.16%-73.3pp | 78.10%-56.3pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,087 | $3,139-65.4% | $2,854-61.9% | $4,762-77.2% |
| Participant deferral / active EE | $2,359 | $4,281-44.9% | $3,885-39.3% | $5,850-59.7% |
| Admin fee / account holder | $50 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |