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 | $31,181 | $102,966-69.7% | $90,281-65.5% | $152,861-79.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 24.23% | 95.16%-70.9pp | 78.10%-53.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,124 | $3,139-64.2% | $2,854-60.6% | $4,762-76.4% |
| Participant deferral / active EE | $2,715 | $4,281-36.6% | $3,885-30.1% | $5,850-53.6% |
| Admin fee / account holder | $182 | $6,171-97.1% | $5,351-96.6% | $11,596-98.4% |