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 | $22,626 | $65,365-65.4% | $92,893-75.6% | $72,985-69.0% |
| Participation rate | 68.6% | 68.3%+0.3pp | 76.0%-7.4pp | 69.5%-0.9pp |
| Annual return | 20.76% | 42.10%-21.3pp | 109.41%-88.7pp | 81.00%-60.2pp |
| Employer contribution / active EE | $706 | $2,594-72.8% | $3,653-80.7% | $2,440-71.1% |
| Participant deferral / active EE | $2,012 | $3,128-35.7% | $4,236-52.5% | $3,607-44.2% |
| Admin fee / account holder | $212 | $4,251-95.0% | $5,794-96.3% | $5,124-95.9% |