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 | $37,337 | $118,427-68.5% | $66,042-43.5% | $142,382-73.8% |
| Participation rate | 30.0% | 68.1%-38.1pp | 67.5%-37.5pp | 80.1%-50.1pp |
| Annual return | 8.86% | 35.57%-26.7pp | 52.11%-43.3pp | 217.08%-208.2pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $633 | $4,311-85.3% | $2,835-77.7% | $6,507-90.3% |
| Admin fee / account holder | $58 | $9,593-99.4% | $5,747-99.0% | $12,624-99.5% |