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 | $25,708 | $112,881-77.2% | $90,951-71.7% | $158,922-83.8% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 7.51% | 215.79%-208.3pp | 134.60%-127.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $542 | $2,893-81.3% | $2,122-74.5% | $4,761-88.6% |
| Participant deferral / active EE | $2,010 | $4,128-51.3% | $3,373-40.4% | $5,982-66.4% |
| Admin fee / account holder | $248 | $8,041-96.9% | $5,959-95.8% | $11,246-97.8% |