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 | $23,119 | $135,952-83.0% | $123,892-81.3% | $273,961-91.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 4.70% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,197 | $5,170-76.9% | $4,617-74.1% | $4,869-75.4% |
| Participant deferral / active EE | $11,165 | $6,343+76.0% | $5,984+86.6% | $5,287+111.2% |
| Admin fee / account holder | $20 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |