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 | $29,850 | $58,512-49.0% | $84,015-64.5% | $72,985-59.1% |
| Participation rate | 57.1% | 61.2%-4.1pp | 69.0%-11.9pp | 69.5%-12.3pp |
| Annual return | 21.55% | 28.93%-7.4pp | 71.31%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $618 | $1,163-46.9% | $1,983-68.8% | $2,440-74.7% |
| Participant deferral / active EE | $1,485 | $2,394-38.0% | $3,239-54.1% | $3,607-58.8% |
| Admin fee / account holder | $62 | $4,569-98.6% | $6,101-99.0% | $5,124-98.8% |