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 | $17,343 | $118,919-85.4% | $88,538-80.4% | $152,861-88.7% |
| Participation rate | 57.1% | 73.4%-16.2pp | 68.7%-11.6pp | 82.4%-25.3pp |
| Annual return | 18.71% | 47.92%-29.2pp | 43.64%-24.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $415 | $2,669-84.4% | $2,098-80.2% | $4,762-91.3% |
| Participant deferral / active EE | $1,286 | $3,549-63.8% | $2,914-55.9% | $5,850-78.0% |
| Admin fee / account holder | $58 | $5,876-99.0% | $4,310-98.6% | $11,596-99.5% |