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 | $25,069 | $169,032-85.2% | $129,207-80.6% | $145,922-82.8% |
| Participation rate | 58.8% | 76.4%-17.6pp | 69.6%-10.8pp | 80.3%-21.5pp |
| Annual return | 22.55% | 14330.11%-14307.6pp | 9417.33%-9394.8pp | 561.29%-538.7pp |
| Employer contribution / active EE | $575 | $5,537-89.6% | $4,153-86.2% | $4,660-87.7% |
| Participant deferral / active EE | $752 | $4,987-84.9% | $4,168-82.0% | $6,688-88.8% |
| Admin fee / account holder | $148 | $9,954-98.5% | $7,715-98.1% | $13,397-98.9% |