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 9-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 | $30,031 | $232,540-87.1% | $185,117-83.8% | $147,584-79.7% |
| Participation rate | 64.7% | 82.4%-17.6pp | 77.3%-12.6pp | 82.8%-18.1pp |
| Annual return | 17.10% | 43.03%-25.9pp | 40.50%-23.4pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,256 | $5,195-75.8% | $4,182-70.0% | $4,876-74.3% |
| Participant deferral / active EE | $2,111 | $5,834-63.8% | $5,045-58.2% | $5,439-61.2% |
| Admin fee / account holder | $231 | $10,275-97.7% | $8,159-97.2% | $10,885-97.9% |