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 | $25,438 | $228,332-88.9% | $185,823-86.3% | $158,922-84.0% |
| Participation rate | 47.6% | 82.3%-34.7pp | 78.0%-30.4pp | 82.0%-34.3pp |
| Annual return | 21.34% | 40.80%-19.5pp | 35.95%-14.6pp | 302.83%-281.5pp |
| Employer contribution / active EE | $739 | $4,967-85.1% | $4,087-81.9% | $4,761-84.5% |
| Participant deferral / active EE | $2,773 | $6,415-56.8% | $5,632-50.8% | $5,982-53.6% |
| Admin fee / account holder | $274 | $11,864-97.7% | $9,500-97.1% | $11,246-97.6% |