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 | $25,761 | $118,680-78.3% | $98,907-74.0% | $158,922-83.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 21.74% | 372.35%-350.6pp | 196.43%-174.7pp | 302.83%-281.1pp |
| Employer contribution / active EE | $847 | $3,333-74.6% | $2,689-68.5% | $4,761-82.2% |
| Participant deferral / active EE | $4,092 | $5,088-19.6% | $4,244-3.6% | $5,982-31.6% |
| Admin fee / account holder | $106 | $10,131-99.0% | $6,642-98.4% | $11,246-99.1% |