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 | $35,227 | $183,519-80.8% | $155,509-77.3% | $145,922-75.9% |
| Participation rate | 58.8% | 82.7%-23.8pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 16.93% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,086 | $5,313-79.6% | $4,672-76.8% | $4,660-76.7% |
| Participant deferral / active EE | $2,479 | $6,462-61.6% | $5,626-55.9% | $6,688-62.9% |
| Admin fee / account holder | $22 | $19,313-99.9% | $15,912-99.9% | $13,397-99.8% |