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 | $22,916 | $91,190-74.9% | $178,490-87.2% | $79,858-71.3% |
| Participation rate | 65.2% | 69.2%-4.0pp | 81.9%-16.7pp | 69.6%-4.4pp |
| Annual return | 14.00% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $982 | $3,256-69.8% | $5,011-80.4% | $2,471-60.2% |
| Participant deferral / active EE | $1,174 | $3,236-63.7% | $5,202-77.4% | $3,740-68.6% |
| Admin fee / account holder | $184 | $6,751-97.3% | $13,984-98.7% | $5,306-96.5% |