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 | $28,582 | $157,256-81.8% | $141,162-79.8% | $152,861-81.3% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.4%-24.6pp |
| Annual return | 17.68% | 64.32%-46.6pp | 71.39%-53.7pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,335 | $5,261-74.6% | $4,735-71.8% | $4,762-72.0% |
| Participant deferral / active EE | $2,329 | $7,109-67.2% | $6,709-65.3% | $5,850-60.2% |
| Admin fee / account holder | $241 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |