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 | $21,023 | $107,334-80.4% | $92,893-77.4% | $152,861-86.2% |
| Participation rate | 46.2% | 79.8%-33.6pp | 76.0%-29.9pp | 82.4%-36.3pp |
| Annual return | 15.46% | 145.58%-130.1pp | 109.41%-94.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $2,111 | $4,221-50.0% | $3,653-42.2% | $4,762-55.7% |
| Participant deferral / active EE | $2,245 | $4,845-53.7% | $4,236-47.0% | $5,850-61.6% |
| Admin fee / account holder | $180 | $7,079-97.5% | $5,794-96.9% | $11,596-98.4% |