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 | $32,039 | $108,642-70.5% | $74,701-57.1% | $152,861-79.0% |
| Participation rate | 37.5% | 65.3%-27.8pp | 54.5%-17.0pp | 82.4%-44.9pp |
| Annual return | 24.20% | 114.06%-89.9pp | 752.92%-728.7pp | 345.32%-321.1pp |
| Employer contribution / active EE | $661 | $1,503-56.0% | $1,084-39.0% | $4,762-86.1% |
| Participant deferral / active EE | $1,102 | $2,712-59.4% | $1,964-43.9% | $5,850-81.2% |
| Admin fee / account holder | $137 | $4,902-97.2% | $3,333-95.9% | $11,596-98.8% |