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 | $17,549 | $57,281-69.4% | $86,612-79.7% | $75,163-76.7% |
| Participation rate | 40.4% | 63.2%-22.8pp | 71.7%-31.3pp | 67.2%-26.8pp |
| Annual return | 24.17% | 2670.75%-2646.6pp | 591.07%-566.9pp | 160.62%-136.5pp |
| Employer contribution / active EE | $412 | $2,314-82.2% | $3,022-86.4% | $2,670-84.6% |
| Participant deferral / active EE | $2,029 | $3,318-38.8% | $4,438-54.3% | $4,125-50.8% |
| Admin fee / account holder | $286 | $4,112-93.0% | $5,614-94.9% | $5,651-94.9% |