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 | $20,068 | $93,346-78.5% | $71,796-72.0% | $273,961-92.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | 10.80% | 130.39%-119.6pp | 78.04%-67.2pp | 41.45%-30.7pp |
| Employer contribution / active EE | $875 | $2,733-68.0% | $1,924-54.6% | $4,869-82.0% |
| Participant deferral / active EE | $4,132 | $3,475+18.9% | $2,794+47.9% | $5,287-21.8% |
| Admin fee / account holder | $35 | $6,571-99.5% | $4,815-99.3% | $10,132-99.7% |