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 | $21,197 | $99,020-78.6% | $86,590-75.5% | $147,584-85.6% |
| Participation rate | 61.5% | 76.3%-14.8pp | 73.5%-12.0pp | 82.8%-21.3pp |
| Annual return | 16.89% | 1312.34%-1295.4pp | 964.84%-948.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $987 | $3,132-68.5% | $2,839-65.2% | $4,876-79.7% |
| Participant deferral / active EE | $3,163 | $3,972-20.4% | $3,609-12.3% | $5,439-41.8% |
| Admin fee / account holder | $128 | $5,710-97.8% | $4,906-97.4% | $10,885-98.8% |