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 | $23,425 | $135,952-82.8% | $123,892-81.1% | $273,961-91.4% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 30.50% | 56.63%-26.1pp | 47.52%-17.0pp | 41.45%-11.0pp |
| Employer contribution / active EE | $4,222 | $5,170-18.3% | $4,617-8.5% | $4,869-13.3% |
| Participant deferral / active EE | $6,951 | $6,343+9.6% | $5,984+16.2% | $5,287+31.5% |
| Admin fee / account holder | $55 | $9,817-99.4% | $8,357-99.3% | $10,132-99.5% |