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 | $24,338 | $51,576-52.8% | $129,207-81.2% | $80,856-69.9% |
| Participation rate | 28.0% | 57.0%-29.0pp | 69.6%-41.7pp | 67.6%-39.7pp |
| Annual return | 12.97% | 20.81%-7.8pp | 9417.33%-9404.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $357 | $1,584-77.5% | $4,153-91.4% | $2,755-87.1% |
| Participant deferral / active EE | $1,223 | $2,669-54.2% | $4,168-70.7% | $4,296-71.5% |
| Admin fee / account holder | $11 | $4,305-99.7% | $7,715-99.9% | $6,918-99.8% |