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 | $34,734 | $81,632-57.4% | $70,449-50.7% | $158,922-78.1% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.1%-12.6pp | 82.0%-19.5pp |
| Annual return | 5.50% | 208.40%-202.9pp | 109.03%-103.5pp | 302.83%-297.3pp |
| Employer contribution / active EE | $2,736 | $3,217-15.0% | $2,7370% | $4,761-42.5% |
| Participant deferral / active EE | $5,502 | $4,554+20.8% | $3,709+48.4% | $5,982-8.0% |
| Admin fee / account holder | $230 | $6,193-96.3% | $3,845-94.0% | $11,246-98.0% |