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 | $29,430 | $176,377-83.3% | $134,143-78.1% | $158,922-81.5% |
| Participation rate | 28.6% | 78.7%-50.1pp | 72.2%-43.6pp | 82.0%-53.4pp |
| Annual return | 12.54% | 63.63%-51.1pp | 36.33%-23.8pp | 302.83%-290.3pp |
| Employer contribution / active EE | $670 | $5,040-86.7% | $3,704-81.9% | $4,761-85.9% |
| Participant deferral / active EE | $1,781 | $4,091-56.5% | $3,499-49.1% | $5,982-70.2% |
| Admin fee / account holder | $202 | $8,718-97.7% | $6,684-97.0% | $11,246-98.2% |