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 | $25,469 | $175,202-85.5% | $149,673-83.0% | $139,434-81.7% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 21.89% | 166.71%-144.8pp | 134.42%-112.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,465 | $5,474-73.2% | $4,818-69.6% | $4,751-69.2% |
| Participant deferral / active EE | $2,126 | $6,519-67.4% | $5,680-62.6% | $6,710-68.3% |
| Admin fee / account holder | $118 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |