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 | $19,368 | $77,899-75.1% | $149,673-87.1% | $75,163-74.2% |
| Participation rate | 63.2% | 65.6%-2.4pp | 78.8%-15.6pp | 67.2%-4.0pp |
| Annual return | 14.87% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $449 | $3,137-85.7% | $4,818-90.7% | $2,670-83.2% |
| Participant deferral / active EE | $1,008 | $3,411-70.5% | $5,680-82.3% | $4,125-75.6% |
| Admin fee / account holder | $87 | $5,956-98.5% | $13,210-99.3% | $5,651-98.5% |