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 | $22,936 | $108,172-78.8% | $77,482-70.4% | $158,922-85.6% |
| Participation rate | 28.6% | 64.4%-35.9pp | 54.2%-25.6pp | 82.0%-53.4pp |
| Annual return | 21.75% | 31.67%-9.9pp | 54.79%-33.0pp | 302.83%-281.1pp |
| Employer contribution / active EE | $502 | $1,325-62.1% | $986-49.1% | $4,761-89.4% |
| Participant deferral / active EE | $781 | $2,456-68.2% | $1,861-58.1% | $5,982-86.9% |
| Admin fee / account holder | $75 | $3,708-98.0% | $2,858-97.4% | $11,246-99.3% |