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 | $11,452 | $57,281-80.0% | $86,612-86.8% | $75,163-84.8% |
| Participation rate | 48.8% | 63.2%-14.4pp | 71.7%-22.9pp | 67.2%-18.4pp |
| Annual return | 16.88% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $683 | $2,314-70.5% | $3,022-77.4% | $2,670-74.4% |
| Participant deferral / active EE | $1,224 | $3,318-63.1% | $4,438-72.4% | $4,125-70.3% |
| Admin fee / account holder | $228 | $4,112-94.4% | $5,614-95.9% | $5,651-96.0% |