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 | $17,704 | $104,907-83.1% | $84,611-79.1% | $152,861-88.4% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 25.70% | 373.79%-348.1pp | 258.74%-233.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $682 | $3,302-79.4% | $2,652-74.3% | $4,762-85.7% |
| Participant deferral / active EE | $2,904 | $4,688-38.1% | $3,899-25.5% | $5,850-50.4% |
| Admin fee / account holder | $250 | $6,241-96.0% | $4,912-94.9% | $11,596-97.8% |