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 | $28,320 | $124,281-77.2% | $109,143-74.1% | $167,490-83.1% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 11.08% | 26.04%-15.0pp | 25.75%-14.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $1,453 | $4,207-65.5% | $3,722-61.0% | $4,837-70.0% |
| Participant deferral / active EE | $2,187 | $5,255-58.4% | $4,653-53.0% | $6,341-65.5% |
| Admin fee / account holder | $142 | $7,970-98.2% | $6,752-97.9% | $12,309-98.8% |