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 | $23,570 | $71,050-66.8% | $93,606-74.8% | $80,856-70.9% |
| Participation rate | 48.8% | 60.4%-11.6pp | 68.7%-19.9pp | 67.6%-18.9pp |
| Annual return | 19.25% | 11.26%+8.0pp | 133.20%-113.9pp | 35.59%-16.3pp |
| Employer contribution / active EE | $391 | $1,564-75.0% | $2,420-83.9% | $2,755-85.8% |
| Participant deferral / active EE | $1,283 | $4,034-68.2% | $4,411-70.9% | $4,296-70.1% |
| Admin fee / account holder | $42 | $6,945-99.4% | $8,285-99.5% | $6,918-99.4% |