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 | $16,952 | $117,983-85.6% | $101,794-83.3% | $142,382-88.1% |
| Participation rate | 69.2% | 74.2%-5.0pp | 69.2%0pp | 80.1%-10.9pp |
| Annual return | 21.73% | 36.92%-15.2pp | 30.53%-8.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $931 | $2,773-66.4% | $2,289-59.3% | $4,299-78.4% |
| Participant deferral / active EE | $2,179 | $4,714-53.8% | $4,084-46.6% | $6,507-66.5% |
| Admin fee / account holder | $25 | $10,433-99.8% | $8,777-99.7% | $12,624-99.8% |