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 | $19,469 | $77,899-75.0% | $149,673-87.0% | $75,163-74.1% |
| Participation rate | 59.0% | 65.6%-6.6pp | 78.8%-19.8pp | 67.2%-8.2pp |
| Annual return | 22.19% | 31.72%-9.5pp | 134.42%-112.2pp | 160.62%-138.4pp |
| Employer contribution / active EE | $1,197 | $3,137-61.9% | $4,818-75.2% | $2,670-55.2% |
| Participant deferral / active EE | $2,099 | $3,411-38.5% | $5,680-63.0% | $4,125-49.1% |
| Admin fee / account holder | $122 | $5,956-98.0% | $13,210-99.1% | $5,651-97.8% |