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 | $25,476 | $65,365-61.0% | $92,893-72.6% | $72,985-65.1% |
| Participation rate | 60.3% | 68.3%-8.0pp | 76.0%-15.7pp | 69.5%-9.1pp |
| Annual return | 21.21% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,135 | $2,594-56.2% | $3,653-68.9% | $2,440-53.5% |
| Participant deferral / active EE | $1,431 | $3,128-54.3% | $4,236-66.2% | $3,607-60.3% |
| Admin fee / account holder | $24 | $4,251-99.4% | $5,794-99.6% | $5,124-99.5% |