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 | $31,999 | $227,553-85.9% | $189,557-83.1% | $167,490-80.9% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.4%-21.3pp | 82.1%-25.0pp |
| Annual return | 32.45% | 78.40%-46.0pp | 64.17%-31.7pp | 478.56%-446.1pp |
| Employer contribution / active EE | $2,728 | $5,316-48.7% | $4,412-38.2% | $4,837-43.6% |
| Participant deferral / active EE | $3,506 | $7,002-49.9% | $6,174-43.2% | $6,341-44.7% |
| Admin fee / account holder | $19 | $11,878-99.8% | $9,807-99.8% | $12,309-99.8% |