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 | $28,657 | $80,968-64.6% | $96,544-70.3% | $75,163-61.9% |
| Participation rate | 43.5% | 71.8%-28.3pp | 76.0%-32.5pp | 67.2%-23.7pp |
| Annual return | 22.77% | 27.06%-4.3pp | 25.84%-3.1pp | 160.62%-137.8pp |
| Employer contribution / active EE | $694 | $2,282-69.6% | $2,965-76.6% | $2,670-74.0% |
| Participant deferral / active EE | $1,916 | $3,928-51.2% | $4,851-60.5% | $4,125-53.5% |
| Admin fee / account holder | $80 | $6,724-98.8% | $8,252-99.0% | $5,651-98.6% |