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 | $20,814 | $115,770-82.0% | $101,248-79.4% | $158,922-86.9% |
| Participation rate | 31.3% | 79.4%-48.1pp | 75.8%-44.6pp | 82.0%-50.7pp |
| Annual return | 11.89% | 56.14%-44.2pp | 46.47%-34.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $898 | $4,175-78.5% | $3,660-75.5% | $4,761-81.1% |
| Participant deferral / active EE | $1,971 | $4,957-60.2% | $4,370-54.9% | $5,982-67.1% |
| Admin fee / account holder | $70 | $7,245-99.0% | $5,945-98.8% | $11,246-99.4% |