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 | $24,708 | $79,449-68.9% | $189,557-87.0% | $85,850-71.2% |
| Participation rate | 55.6% | 66.0%-10.4pp | 78.4%-22.9pp | 69.3%-13.8pp |
| Annual return | 14.84% | 18.45%-3.6pp | 64.17%-49.3pp | 318.53%-303.7pp |
| Employer contribution / active EE | $570 | $2,081-72.6% | $4,412-87.1% | $2,565-77.8% |
| Participant deferral / active EE | $1,914 | $4,051-52.8% | $6,174-69.0% | $3,952-51.6% |
| Admin fee / account holder | $109 | $5,377-98.0% | $9,807-98.9% | $6,260-98.3% |