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 | $16,608 | $77,899-78.7% | $149,673-88.9% | $75,163-77.9% |
| Participation rate | 63.6% | 65.6%-1.9pp | 78.8%-15.1pp | 67.2%-3.6pp |
| Annual return | 16.12% | 31.72%-15.6pp | 134.42%-118.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $575 | $3,137-81.7% | $4,818-88.1% | $2,670-78.5% |
| Participant deferral / active EE | $1,790 | $3,411-47.5% | $5,680-68.5% | $4,125-56.6% |
| Admin fee / account holder | $13 | $5,956-99.8% | $13,210-99.9% | $5,651-99.8% |