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 | $19,343 | $53,127-63.6% | $86,590-77.7% | $70,131-72.4% |
| Participation rate | 67.9% | 65.3%+2.5pp | 73.5%-5.7pp | 69.5%-1.7pp |
| Annual return | 14.52% | 27.66%-13.1pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,164 | $2,068-43.7% | $2,839-59.0% | $2,342-50.3% |
| Participant deferral / active EE | $2,116 | $2,696-21.5% | $3,609-41.4% | $3,332-36.5% |
| Admin fee / account holder | $17 | $3,585-99.5% | $4,906-99.7% | $4,645-99.6% |