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 | $31,007 | $115,770-73.2% | $101,248-69.4% | $158,922-80.5% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 12.42% | 56.14%-43.7pp | 46.47%-34.1pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,553 | $4,175-62.8% | $3,660-57.6% | $4,761-67.4% |
| Participant deferral / active EE | $2,204 | $4,957-55.5% | $4,370-49.6% | $5,982-63.2% |
| Admin fee / account holder | $96 | $7,245-98.7% | $5,945-98.4% | $11,246-99.1% |