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 | $19,664 | $115,770-83.0% | $101,248-80.6% | $158,922-87.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 20.60% | 56.14%-35.5pp | 46.47%-25.9pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,358 | $4,175-67.5% | $3,660-62.9% | $4,761-71.5% |
| Participant deferral / active EE | $2,932 | $4,957-40.9% | $4,370-32.9% | $5,982-51.0% |
| Admin fee / account holder | $249 | $7,245-96.6% | $5,945-95.8% | $11,246-97.8% |