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 | $34,638 | $96,305-64.0% | $80,569-57.0% | $139,434-75.2% |
| Participation rate | 41.2% | 73.6%-32.5pp | 67.0%-25.8pp | 80.3%-39.1pp |
| Annual return | 16.84% | 1350.08%-1333.2pp | 935.43%-918.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $1,749 | $3,262-46.4% | $2,723-35.8% | $4,751-63.2% |
| Participant deferral / active EE | $3,583 | $5,232-31.5% | $4,447-19.4% | $6,710-46.6% |
| Admin fee / account holder | $26 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |