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 | $15,709 | $44,960-65.1% | $84,966-81.5% | $74,495-78.9% |
| Participation rate | 17.7% | 49.4%-31.6pp | 67.5%-49.8pp | 67.2%-49.5pp |
| Annual return | 19.03% | 26.24%-7.2pp | 66.38%-47.4pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $495 | $1,457-66.1% | $2,727-81.9% | $2,623-81.1% |
| Participant deferral / active EE | $1,120 | $2,731-59.0% | $4,519-75.2% | $4,346-74.2% |
| Admin fee / account holder | $252 | $2,209-88.6% | $6,149-95.9% | $1,942-87.0% |