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 | $24,810 | $106,515-76.7% | $96,683-74.3% | $139,434-82.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 16.37% | 38.43%-22.1pp | 35.69%-19.3pp | 372.94%-356.6pp |
| Employer contribution / active EE | $936 | $4,103-77.2% | $3,737-74.9% | $4,751-80.3% |
| Participant deferral / active EE | $1,515 | $5,454-72.2% | $4,878-68.9% | $6,710-77.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |