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 | $27,966 | $54,705-48.9% | $71,209-60.7% | $84,808-67.0% |
| Participation rate | 37.5% | 64.1%-26.6pp | 73.8%-36.3pp | 68.3%-30.8pp |
| Annual return | 13.63% | 35.90%-22.3pp | 282.51%-268.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $746 | $2,158-65.4% | $2,721-72.6% | $2,631-71.6% |
| Participant deferral / active EE | $1,951 | $3,030-35.6% | $4,175-53.3% | $4,212-53.7% |
| Admin fee / account holder | $257 | $4,863-94.7% | $5,349-95.2% | $7,344-96.5% |