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 | $31,515 | $112,096-71.9% | $95,952-67.2% | $158,922-80.2% |
| Participation rate | 55.0% | 79.0%-24.0pp | 77.1%-22.1pp | 82.0%-27.0pp |
| Annual return | 23.67% | 171.09%-147.4pp | 91.61%-67.9pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,331 | $3,198-58.4% | $2,541-47.6% | $4,761-72.0% |
| Participant deferral / active EE | $3,388 | $4,784-29.2% | $4,167-18.7% | $5,982-43.4% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |