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 | $42,676 | $107,934-60.5% | $91,989-53.6% | $152,861-72.1% |
| Participation rate | 44.4% | 81.2%-36.7pp | 78.6%-34.2pp | 82.4%-38.0pp |
| Annual return | 23.20% | 89.24%-66.0pp | 69.02%-45.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $2,809 | $4,210-33.3% | $3,452-18.6% | $4,762-41.0% |
| Participant deferral / active EE | $4,402 | $6,364-30.8% | $5,923-25.7% | $5,850-24.8% |
| Admin fee / account holder | $85 | $10,520-99.2% | $7,743-98.9% | $11,596-99.3% |