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 | $32,313 | $111,754-71.1% | $103,333-68.7% | $145,922-77.9% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 14.62% | 24.77%-10.1pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,569 | $4,212-62.8% | $3,868-59.4% | $4,660-66.3% |
| Participant deferral / active EE | $2,740 | $5,619-51.2% | $5,057-45.8% | $6,688-59.0% |
| Admin fee / account holder | $34 | $9,750-99.6% | $8,355-99.6% | $13,397-99.7% |