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 | $20,227 | $84,696-76.1% | $75,696-73.3% | $167,490-87.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 11.35% | 199.36%-188.0pp | 104.53%-93.2pp | 478.56%-467.2pp |
| Employer contribution / active EE | $961 | $3,230-70.2% | $2,743-65.0% | $4,837-80.1% |
| Participant deferral / active EE | $1,349 | $4,580-70.5% | $3,821-64.7% | $6,341-78.7% |
| Admin fee / account holder | $101 | $5,355-98.1% | $3,619-97.2% | $12,309-99.2% |