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 | $35,269 | $115,770-69.5% | $101,248-65.2% | $158,922-77.8% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 26.42% | 56.14%-29.7pp | 46.47%-20.1pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,206 | $4,175-47.2% | $3,660-39.7% | $4,761-53.7% |
| Participant deferral / active EE | $3,326 | $4,957-32.9% | $4,370-23.9% | $5,982-44.4% |
| Admin fee / account holder | $122 | $7,245-98.3% | $5,945-97.9% | $11,246-98.9% |