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 | $37,891 | $109,327-65.3% | $89,391-57.6% | $158,922-76.2% |
| Participation rate | 45.5% | 74.3%-28.8pp | 68.0%-22.5pp | 82.0%-36.5pp |
| Annual return | 19.11% | 345.68%-326.6pp | 245.62%-226.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,030 | $3,170-67.5% | $2,586-60.2% | $4,761-78.4% |
| Participant deferral / active EE | $1,459 | $4,598-68.3% | $3,890-62.5% | $5,982-75.6% |
| Admin fee / account holder | $242 | $6,153-96.1% | $4,881-95.0% | $11,246-97.8% |