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 | $26,400 | $114,381-76.9% | $107,525-75.4% | $142,382-81.5% |
| Participation rate | 43.5% | 78.1%-34.7pp | 75.1%-31.6pp | 80.1%-36.6pp |
| Annual return | 14.94% | 242.71%-227.8pp | 181.32%-166.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,774 | $5,564-68.1% | $5,116-65.3% | $6,507-72.7% |
| Admin fee / account holder | $170 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |