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 | $36,621 | $48,570-24.6% | $130,648-72.0% | $72,985-49.8% |
| Participation rate | 66.7% | 58.6%+8.1pp | 71.7%-5.1pp | 69.5%-2.8pp |
| Annual return | 19.20% | 38.63%-19.4pp | 1708.96%-1689.8pp | 81.00%-61.8pp |
| Employer contribution / active EE | $875 | $1,334-34.4% | $4,092-78.6% | $2,440-64.1% |
| Participant deferral / active EE | $2,175 | $2,384-8.8% | $3,603-39.6% | $3,607-39.7% |
| Admin fee / account holder | $63 | $3,549-98.2% | $5,464-98.8% | $5,124-98.8% |