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 | $26,120 | $106,890-75.6% | $84,015-68.9% | $152,861-82.9% |
| Participation rate | 54.2% | 75.2%-21.1pp | 69.0%-14.8pp | 82.4%-28.3pp |
| Annual return | 22.72% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $590 | $2,734-78.4% | $1,983-70.3% | $4,762-87.6% |
| Participant deferral / active EE | $1,452 | $4,011-63.8% | $3,239-55.2% | $5,850-75.2% |
| Admin fee / account holder | $290 | $8,285-96.5% | $6,101-95.2% | $11,596-97.5% |