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 | $24,205 | $102,966-76.5% | $90,281-73.2% | $152,861-84.2% |
| Participation rate | 68.2% | 75.9%-7.7pp | 73.3%-5.1pp | 82.4%-14.3pp |
| Annual return | 22.81% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $218 | $3,139-93.0% | $2,854-92.4% | $4,762-95.4% |
| Participant deferral / active EE | $1,749 | $4,281-59.2% | $3,885-55.0% | $5,850-70.1% |
| Admin fee / account holder | $29 | $6,171-99.5% | $5,351-99.5% | $11,596-99.7% |