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 | $26,031 | $85,202-69.4% | $172,739-84.9% | $72,985-64.3% |
| Participation rate | 64.3% | 70.1%-5.8pp | 82.6%-18.4pp | 69.5%-5.2pp |
| Annual return | 25.07% | 27.32%-2.3pp | 802.84%-777.8pp | 81.00%-55.9pp |
| Employer contribution / active EE | $1,015 | $3,324-69.5% | $5,143-80.3% | $2,440-58.4% |
| Participant deferral / active EE | $1,855 | $3,260-43.1% | $5,198-64.3% | $3,607-48.6% |
| Admin fee / account holder | $179 | $5,884-97.0% | $13,954-98.7% | $5,124-96.5% |