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 | $15,015 | $105,931-85.8% | $81,930-81.7% | $158,922-90.6% |
| Participation rate | 68.8% | 75.6%-6.9pp | 72.0%-3.2pp | 82.0%-13.2pp |
| Annual return | 17.77% | 38.17%-20.4pp | 29.49%-11.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,064 | $7,800-86.4% | $4,310-75.3% | $4,761-77.7% |
| Participant deferral / active EE | $2,054 | $13,003-84.2% | $7,107-71.1% | $5,982-65.7% |
| Admin fee / account holder | $21 | $8,489-99.8% | $5,158-99.6% | $11,246-99.8% |