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 | $17,677 | $96,635-81.7% | $86,612-79.6% | $139,434-87.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 22.81% | 106.41%-83.6pp | 591.07%-568.3pp | 372.94%-350.1pp |
| Employer contribution / active EE | $607 | $3,263-81.4% | $3,022-79.9% | $4,751-87.2% |
| Participant deferral / active EE | $1,661 | $4,836-65.6% | $4,438-62.6% | $6,710-75.2% |
| Admin fee / account holder | $19 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |