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 | $28,492 | $60,124-52.6% | $90,404-68.5% | $79,858-64.3% |
| Participation rate | 58.1% | 65.0%-6.9pp | 72.7%-14.6pp | 69.6%-11.6pp |
| Annual return | 35.24% | 71.94%-36.7pp | 1293.02%-1257.8pp | 31.71%+3.5pp |
| Employer contribution / active EE | $1,854 | $2,068-10.3% | $3,262-43.1% | $2,471-24.9% |
| Participant deferral / active EE | $1,723 | $2,938-41.4% | $3,963-56.5% | $3,740-53.9% |
| Admin fee / account holder | $186 | $3,976-95.3% | $5,611-96.7% | $5,306-96.5% |