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 | $21,423 | $49,173-56.4% | $121,098-82.3% | $75,163-71.5% |
| Participation rate | 35.1% | 55.4%-20.3pp | 69.5%-34.4pp | 67.2%-32.1pp |
| Annual return | 19.54% | 55.99%-36.4pp | 985.75%-966.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $378 | $1,546-75.5% | $4,164-90.9% | $2,670-85.8% |
| Participant deferral / active EE | $1,422 | $2,628-45.9% | $4,080-65.1% | $4,125-65.5% |
| Admin fee / account holder | $98 | $3,942-97.5% | $5,644-98.3% | $5,651-98.3% |