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 | $39,061 | $117,381-66.7% | $99,443-60.7% | $152,861-74.4% |
| Participation rate | 37.5% | 77.5%-40.0pp | 73.8%-36.3pp | 82.4%-44.9pp |
| Annual return | 24.81% | 31.87%-7.1pp | 30.72%-5.9pp | 345.32%-320.5pp |
| Employer contribution / active EE | $511 | $3,013-83.0% | $2,540-79.9% | $4,762-89.3% |
| Participant deferral / active EE | $2,044 | $4,086-50.0% | $3,619-43.5% | $5,850-65.1% |
| Admin fee / account holder | $184 | $7,631-97.6% | $6,250-97.1% | $11,596-98.4% |