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 | $18,760 | $77,899-75.9% | $149,673-87.5% | $75,163-75.0% |
| Participation rate | 61.3% | 65.6%-4.3pp | 78.8%-17.5pp | 67.2%-5.9pp |
| Annual return | 18.85% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $784 | $3,137-75.0% | $4,818-83.7% | $2,670-70.6% |
| Participant deferral / active EE | $1,011 | $3,411-70.3% | $5,680-82.2% | $4,125-75.5% |
| Admin fee / account holder | $270 | $5,956-95.5% | $13,210-98.0% | $5,651-95.2% |