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 | $22,490 | $153,311-85.3% | $109,313-79.4% | $273,961-91.8% |
| Participation rate | 22.2% | 80.1%-57.9pp | 71.3%-49.0pp | 83.0%-60.8pp |
| Annual return | 13.40% | 29.86%-16.5pp | 22.07%-8.7pp | 41.45%-28.1pp |
| Employer contribution / active EE | $134 | $5,619-97.6% | $3,892-96.6% | $4,869-97.2% |
| Participant deferral / active EE | $2,027 | $3,932-48.5% | $3,166-36.0% | $5,287-61.7% |
| Admin fee / account holder | $149 | $8,076-98.2% | $5,666-97.4% | $10,132-98.5% |