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 | $22,500 | $77,899-71.1% | $149,673-85.0% | $75,163-70.1% |
| Participation rate | 46.2% | 65.6%-19.4pp | 78.8%-32.6pp | 67.2%-21.0pp |
| Annual return | 22.89% | 31.72%-8.8pp | 134.42%-111.5pp | 160.62%-137.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,505 | $3,411-55.9% | $5,680-73.5% | $4,125-63.5% |
| Admin fee / account holder | $204 | $5,956-96.6% | $13,210-98.5% | $5,651-96.4% |