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 | $18,054 | $85,202-78.8% | $172,739-89.5% | $72,985-75.3% |
| Participation rate | 62.5% | 70.1%-7.6pp | 82.6%-20.1pp | 69.5%-7.0pp |
| Annual return | 18.81% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $397 | $3,324-88.1% | $5,143-92.3% | $2,440-83.7% |
| Participant deferral / active EE | $2,904 | $3,260-10.9% | $5,198-44.1% | $3,607-19.5% |
| Admin fee / account holder | $298 | $5,884-94.9% | $13,954-97.9% | $5,124-94.2% |