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 | $22,996 | $102,966-77.7% | $90,281-74.5% | $152,861-85.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 25.28% | 95.16%-69.9pp | 78.10%-52.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $1,540 | $3,139-50.9% | $2,854-46.1% | $4,762-67.7% |
| Participant deferral / active EE | $3,313 | $4,281-22.6% | $3,885-14.7% | $5,850-43.4% |
| Admin fee / account holder | $58 | $6,171-99.1% | $5,351-98.9% | $11,596-99.5% |