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 | $22,145 | $80,717-72.6% | $154,803-85.7% | $84,808-73.9% |
| Participation rate | 38.5% | 66.8%-28.3pp | 78.1%-39.6pp | 68.3%-29.8pp |
| Annual return | 45.58% | 37.96%+7.6pp | 58.88%-13.3pp | 40.90%+4.7pp |
| Employer contribution / active EE | $860 | $2,761-68.8% | $4,305-80.0% | $2,631-67.3% |
| Participant deferral / active EE | $1,477 | $3,303-55.3% | $5,540-73.3% | $4,212-64.9% |
| Admin fee / account holder | $188 | $6,746-97.2% | $14,329-98.7% | $7,344-97.4% |