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 | $10,540 | $48,230-78.1% | $67,502-84.4% | $80,856-87.0% |
| Participation rate | 60.4% | 66.4%-6.0pp | 72.9%-12.5pp | 67.6%-7.3pp |
| Annual return | 25.72% | 18.28%+7.4pp | 3512.12%-3486.4pp | 35.59%-9.9pp |
| Employer contribution / active EE | $832 | $2,020-58.8% | $2,731-69.5% | $2,755-69.8% |
| Participant deferral / active EE | $1,446 | $2,924-50.5% | $4,000-63.8% | $4,296-66.3% |
| Admin fee / account holder | $223 | $3,681-93.9% | $3,998-94.4% | $6,918-96.8% |