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 | $25,466 | $112,096-77.3% | $95,952-73.5% | $158,922-84.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 9.68% | 171.09%-161.4pp | 91.61%-81.9pp | 302.83%-293.1pp |
| Employer contribution / active EE | $728 | $3,198-77.3% | $2,541-71.4% | $4,761-84.7% |
| Participant deferral / active EE | $2,142 | $4,784-55.2% | $4,167-48.6% | $5,982-64.2% |
| Admin fee / account holder | $185 | $10,130-98.2% | $6,795-97.3% | $11,246-98.4% |