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 | $16,469 | $109,327-84.9% | $89,391-81.6% | $158,922-89.6% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 27.06% | 345.68%-318.6pp | 245.62%-218.6pp | 302.83%-275.8pp |
| Employer contribution / active EE | $947 | $3,170-70.1% | $2,586-63.4% | $4,761-80.1% |
| Participant deferral / active EE | $1,043 | $4,598-77.3% | $3,890-73.2% | $5,982-82.6% |
| Admin fee / account holder | $182 | $6,153-97.0% | $4,881-96.3% | $11,246-98.4% |