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 | $14,397 | $75,828-81.0% | $147,614-90.2% | $59,632-75.9% |
| Participation rate | 63.6% | 71.6%-7.9pp | 84.6%-21.0pp | 68.7%-5.0pp |
| Annual return | 19.67% | 0.37%+19.3pp | 61.98%-42.3pp | 2041.28%-2021.6pp |
| Employer contribution / active EE | $1,174 | $3,485-66.3% | $5,564-78.9% | $2,203-46.7% |
| Participant deferral / active EE | $1,673 | $3,130-46.5% | $4,895-65.8% | $3,192-47.6% |
| Admin fee / account holder | $58 | $5,985-99.0% | $11,611-99.5% | $4,297-98.7% |