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 | $34,750 | $149,734-76.8% | $118,925-70.8% | $158,922-78.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 13.11% | 19.95%-6.8pp | 35.88%-22.8pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,767 | $4,115-57.1% | $3,263-45.8% | $4,761-62.9% |
| Participant deferral / active EE | $1,913 | $5,223-63.4% | $4,265-55.1% | $5,982-68.0% |
| Admin fee / account holder | $156 | $8,603-98.2% | $6,581-97.6% | $11,246-98.6% |