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 | $43,947 | $99,985-56.0% | $146,665-70.0% | $85,850-48.8% |
| Participation rate | 33.3% | 73.1%-39.7pp | 80.1%-46.7pp | 69.3%-36.0pp |
| Annual return | 13.84% | 18.93%-5.1pp | 22.74%-8.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,046 | $2,559-59.1% | $4,136-74.7% | $2,565-59.2% |
| Participant deferral / active EE | $1,932 | $4,006-51.8% | $5,506-64.9% | $3,952-51.1% |
| Admin fee / account holder | $182 | $7,702-97.6% | $10,280-98.2% | $6,260-97.1% |