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 | $21,480 | $72,277-70.3% | $101,248-78.8% | $79,858-73.1% |
| Participation rate | 39.0% | 68.5%-29.4pp | 75.8%-36.8pp | 69.6%-30.6pp |
| Annual return | 15.72% | 22.30%-6.6pp | 46.47%-30.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $808 | $2,692-70.0% | $3,660-77.9% | $2,471-67.3% |
| Participant deferral / active EE | $1,687 | $3,282-48.6% | $4,370-61.4% | $3,740-54.9% |
| Admin fee / account holder | $154 | $4,400-96.5% | $5,945-97.4% | $5,306-97.1% |