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 | $14,329 | $77,899-81.6% | $149,673-90.4% | $75,163-80.9% |
| Participation rate | 55.2% | 65.6%-10.4pp | 78.8%-23.6pp | 67.2%-12.0pp |
| Annual return | 22.65% | 31.72%-9.1pp | 134.42%-111.8pp | 160.62%-138.0pp |
| Employer contribution / active EE | $957 | $3,137-69.5% | $4,818-80.1% | $2,670-64.2% |
| Participant deferral / active EE | $1,591 | $3,411-53.3% | $5,680-72.0% | $4,125-61.4% |
| Admin fee / account holder | $236 | $5,956-96.0% | $13,210-98.2% | $5,651-95.8% |