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 | $38,097 | $165,335-77.0% | $149,696-74.6% | $158,922-76.0% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 14.26% | 348.15%-333.9pp | 276.60%-262.3pp | 302.83%-288.6pp |
| Employer contribution / active EE | $908 | $5,103-82.2% | $4,644-80.4% | $4,761-80.9% |
| Participant deferral / active EE | $2,828 | $7,181-60.6% | $6,842-58.7% | $5,982-52.7% |
| Admin fee / account holder | $12 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |