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 | $16,460 | $54,762-69.9% | $90,281-81.8% | $72,985-77.4% |
| Participation rate | 21.1% | 65.1%-44.1pp | 73.3%-52.2pp | 69.5%-48.4pp |
| Annual return | 22.59% | 30.63%-8.0pp | 78.10%-55.5pp | 81.00%-58.4pp |
| Employer contribution / active EE | $408 | $2,092-80.5% | $2,854-85.7% | $2,440-83.3% |
| Participant deferral / active EE | $943 | $2,887-67.3% | $3,885-75.7% | $3,607-73.9% |
| Admin fee / account holder | $2 | $3,972-99.9% | $5,351-100.0% | $5,124-100.0% |