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 | $36,225 | $70,428-48.6% | $96,562-62.5% | $85,850-57.8% |
| Participation rate | 44.4% | 61.8%-17.4pp | 69.8%-25.4pp | 69.3%-24.9pp |
| Annual return | 11.08% | 18.59%-7.5pp | 37.78%-26.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $460 | $1,413-67.4% | $2,356-80.5% | $2,565-82.1% |
| Participant deferral / active EE | $1,564 | $2,894-46.0% | $3,849-59.4% | $3,952-60.4% |
| Admin fee / account holder | $90 | $4,997-98.2% | $6,181-98.5% | $6,260-98.6% |