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 | $22,095 | $111,724-80.2% | $93,606-76.4% | $145,922-84.9% |
| Participation rate | 69.6% | 74.2%-4.6pp | 68.7%+0.8pp | 80.3%-10.7pp |
| Annual return | 8.75% | 202.98%-194.2pp | 133.20%-124.4pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,065 | $3,090-65.5% | $2,420-56.0% | $4,660-77.1% |
| Participant deferral / active EE | $1,327 | $4,912-73.0% | $4,411-69.9% | $6,688-80.2% |
| Admin fee / account holder | $255 | $10,250-97.5% | $8,285-96.9% | $13,397-98.1% |