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 | $40,652 | $53,516-24.0% | $126,539-67.9% | $84,808-52.1% |
| Participation rate | 67.4% | 58.2%+9.1pp | 69.8%-2.4pp | 68.3%-0.9pp |
| Annual return | 16.96% | 58.34%-41.4pp | 425.95%-409.0pp | 40.90%-23.9pp |
| Employer contribution / active EE | $846 | $1,535-44.9% | $3,674-77.0% | $2,631-67.9% |
| Participant deferral / active EE | $1,726 | $2,671-35.4% | $4,083-57.7% | $4,212-59.0% |
| Admin fee / account holder | $226 | $4,497-95.0% | $6,065-96.3% | $7,344-96.9% |