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 | $35,213 | $232,540-84.9% | $185,117-81.0% | $147,584-76.1% |
| Participation rate | 68.4% | 82.4%-13.9pp | 77.3%-8.8pp | 82.8%-14.4pp |
| Annual return | 15.01% | 43.03%-28.0pp | 40.50%-25.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,860 | $5,834-51.0% | $5,045-43.3% | $5,439-47.4% |
| Admin fee / account holder | $132 | $10,275-98.7% | $8,159-98.4% | $10,885-98.8% |