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 | $17,370 | $148,534-88.3% | $135,903-87.2% | $139,434-87.5% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.0pp | 80.3%-37.5pp |
| Annual return | 24.50% | 79.19%-54.7pp | 68.23%-43.7pp | 372.94%-348.4pp |
| Employer contribution / active EE | $3,100 | $5,243-40.9% | $4,856-36.2% | $4,751-34.7% |
| Participant deferral / active EE | $3,100 | $8,100-61.7% | $7,758-60.0% | $6,710-53.8% |
| Admin fee / account holder | $263 | $12,400-97.9% | $10,762-97.6% | $11,403-97.7% |