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 | $23,816 | $124,281-80.8% | $109,143-78.2% | $167,490-85.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 15.63% | 26.04%-10.4pp | 25.75%-10.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,851 | $4,207-56.0% | $3,722-50.3% | $4,837-61.7% |
| Participant deferral / active EE | $3,580 | $5,255-31.9% | $4,653-23.1% | $6,341-43.5% |
| Admin fee / account holder | $91 | $7,970-98.9% | $6,752-98.7% | $12,309-99.3% |