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 | $12,426 | $46,553-73.3% | $64,056-80.6% | $75,163-83.5% |
| Participation rate | 45.5% | 65.9%-20.5pp | 72.3%-26.8pp | 67.2%-21.7pp |
| Annual return | 14.37% | 26.03%-11.7pp | 33.69%-19.3pp | 160.62%-146.2pp |
| Employer contribution / active EE | $375 | $1,974-81.0% | $2,747-86.4% | $2,670-86.0% |
| Participant deferral / active EE | $1,204 | $2,837-57.6% | $3,880-69.0% | $4,125-70.8% |
| Admin fee / account holder | $221 | $2,952-92.5% | $3,068-92.8% | $5,651-96.1% |