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 | $24,801 | $80,717-69.3% | $154,803-84.0% | $84,808-70.8% |
| Participation rate | 21.3% | 66.8%-45.5pp | 78.1%-56.7pp | 68.3%-47.0pp |
| Annual return | 17.47% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $570 | $2,761-79.4% | $4,305-86.8% | $2,631-78.3% |
| Participant deferral / active EE | $1,151 | $3,303-65.2% | $5,540-79.2% | $4,212-72.7% |
| Admin fee / account holder | $14 | $6,746-99.8% | $14,329-99.9% | $7,344-99.8% |