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 5-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 | $11,278 | $110,261-89.8% | $95,745-88.2% | $139,434-91.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 26.79% | 27.11%-0.3pp | 28.35%-1.6pp | 372.94%-346.1pp |
| Employer contribution / active EE | $644 | $3,257-80.2% | $2,835-77.3% | $4,751-86.4% |
| Participant deferral / active EE | $1,892 | $4,676-59.5% | $4,245-55.4% | $6,710-71.8% |
| Admin fee / account holder | $37 | $6,613-99.4% | $5,678-99.3% | $11,403-99.7% |