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 | $33,988 | $126,574-73.1% | $106,213-68.0% | $145,922-76.7% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 16.72% | 224.79%-208.1pp | 116.14%-99.4pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,078 | $3,730-71.1% | $3,171-66.0% | $4,660-76.9% |
| Participant deferral / active EE | $4,820 | $5,724-15.8% | $5,016-3.9% | $6,688-27.9% |
| Admin fee / account holder | $30 | $17,304-99.8% | $11,033-99.7% | $13,397-99.8% |