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 | $17,646 | $114,047-84.5% | $96,139-81.6% | $167,490-89.5% |
| Participation rate | 42.9% | 75.1%-32.2pp | 68.4%-25.6pp | 82.1%-39.2pp |
| Annual return | 12.53% | 189.88%-177.3pp | 191.94%-179.4pp | 478.56%-466.0pp |
| Employer contribution / active EE | $907 | $3,427-73.5% | $2,797-67.6% | $4,837-81.3% |
| Participant deferral / active EE | $2,154 | $5,194-58.5% | $4,349-50.5% | $6,341-66.0% |
| Admin fee / account holder | $243 | $6,897-96.5% | $5,537-95.6% | $12,309-98.0% |