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 | $26,961 | $165,335-83.7% | $149,696-82.0% | $158,922-83.0% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 15.58% | 348.15%-332.6pp | 276.60%-261.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $919 | $5,103-82.0% | $4,644-80.2% | $4,761-80.7% |
| Participant deferral / active EE | $3,725 | $7,181-48.1% | $6,842-45.5% | $5,982-37.7% |
| Admin fee / account holder | $141 | $10,807-98.7% | $9,309-98.5% | $11,246-98.7% |