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 | $24,078 | $95,416-74.8% | $185,823-87.0% | $85,850-72.0% |
| Participation rate | 59.0% | 68.8%-9.8pp | 81.7%-22.7pp | 69.3%-10.3pp |
| Annual return | 15.90% | 23.59%-7.7pp | 122.05%-106.2pp | 318.53%-302.6pp |
| Employer contribution / active EE | $766 | $3,314-76.9% | $5,167-85.2% | $2,565-70.1% |
| Participant deferral / active EE | $1,871 | $3,423-45.4% | $5,568-66.4% | $3,952-52.7% |
| Admin fee / account holder | $90 | $7,213-98.8% | $16,237-99.4% | $6,260-98.6% |