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 | $17,375 | $34,308-49.4% | $74,701-76.7% | $72,985-76.2% |
| Participation rate | 59.3% | 42.4%+16.9pp | 54.5%+4.8pp | 69.5%-10.2pp |
| Annual return | 29.29% | 26.58%+2.7pp | 752.92%-723.6pp | 81.00%-51.7pp |
| Employer contribution / active EE | $1,046 | $692+51.2% | $1,084-3.5% | $2,440-57.1% |
| Participant deferral / active EE | $2,370 | $1,271+86.4% | $1,964+20.7% | $3,607-34.3% |
| Admin fee / account holder | $111 | $2,124-94.8% | $3,333-96.7% | $5,124-97.8% |