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 | $32,056 | $30,400+5.4% | $53,898-40.5% | $84,808-62.2% |
| Participation rate | 37.8% | 46.4%-8.6pp | 55.0%-17.1pp | 68.3%-30.5pp |
| Annual return | 14.75% | 500.19%-485.4pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $481 | $603-20.2% | $932-48.4% | $2,631-81.7% |
| Participant deferral / active EE | $1,085 | $1,199-9.5% | $1,826-40.6% | $4,212-74.2% |
| Admin fee / account holder | $223 | $1,993-88.8% | $2,491-91.1% | $7,344-97.0% |