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 | $30,882 | $90,348-65.8% | $75,972-59.4% | $145,922-78.8% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.1%-0.3pp | 80.3%-11.5pp |
| Annual return | 14.13% | 620.88%-606.8pp | 359.55%-345.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $730 | $3,311-78.0% | $2,685-72.8% | $4,660-84.3% |
| Participant deferral / active EE | $1,130 | $5,162-78.1% | $4,255-73.4% | $6,688-83.1% |
| Admin fee / account holder | $268 | $8,467-96.8% | $6,467-95.9% | $13,397-98.0% |