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 | $38,918 | $108,642-64.2% | $74,701-47.9% | $152,861-74.5% |
| Participation rate | 37.5% | 65.3%-27.8pp | 54.5%-17.0pp | 82.4%-44.9pp |
| Annual return | 14.71% | 114.06%-99.4pp | 752.92%-738.2pp | 345.32%-330.6pp |
| Employer contribution / active EE | $2,324 | $1,503+54.7% | $1,084+114.5% | $4,762-51.2% |
| Participant deferral / active EE | $1,833 | $2,712-32.4% | $1,964-6.6% | $5,850-68.7% |
| Admin fee / account holder | $248 | $4,902-94.9% | $3,333-92.6% | $11,596-97.9% |