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 | $18,894 | $99,877-81.1% | $84,966-77.8% | $145,922-87.1% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 16.84% | 83.76%-66.9pp | 66.38%-49.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,951 | $3,231-39.6% | $2,727-28.5% | $4,660-58.1% |
| Participant deferral / active EE | $3,270 | $5,291-38.2% | $4,519-27.6% | $6,688-51.1% |
| Admin fee / account holder | $242 | $7,248-96.7% | $6,149-96.1% | $13,397-98.2% |