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 | $41,732 | $77,419-46.1% | $69,455-39.9% | $152,861-72.7% |
| Participation rate | 35.3% | 78.1%-42.8pp | 74.6%-39.3pp | 82.4%-47.2pp |
| Annual return | 21.60% | 39.06%-17.5pp | 28.97%-7.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,098 | $3,315-66.9% | $2,779-60.5% | $4,762-76.9% |
| Participant deferral / active EE | $1,784 | $4,414-59.6% | $3,535-49.6% | $5,850-69.5% |
| Admin fee / account holder | $23 | $6,207-99.6% | $3,839-99.4% | $11,596-99.8% |