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 | $25,085 | $102,966-75.6% | $90,281-72.2% | $152,861-83.6% |
| Participation rate | 61.1% | 75.9%-14.8pp | 73.3%-12.2pp | 82.4%-21.3pp |
| Annual return | 21.01% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $640 | $3,139-79.6% | $2,854-77.6% | $4,762-86.6% |
| Participant deferral / active EE | $1,375 | $4,281-67.9% | $3,885-64.6% | $5,850-76.5% |
| Admin fee / account holder | $23 | $6,171-99.6% | $5,351-99.6% | $11,596-99.8% |