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 9-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 | $33,748 | $102,317-67.0% | $146,958-77.0% | $80,856-58.3% |
| Participation rate | 36.2% | 75.8%-39.6pp | 82.2%-45.9pp | 67.6%-31.4pp |
| Annual return | 47.94% | 134.76%-86.8pp | 418.34%-370.4pp | 35.59%+12.3pp |
| Employer contribution / active EE | $1,144 | $3,713-69.2% | $4,933-76.8% | $2,755-58.5% |
| Participant deferral / active EE | $2,961 | $6,644-55.4% | $8,070-63.3% | $4,296-31.1% |
| Admin fee / account holder | $167 | $7,941-97.9% | $12,998-98.7% | $6,918-97.6% |