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 9-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 | $10,157 | $102,966-90.1% | $90,281-88.7% | $152,861-93.4% |
| Participation rate | 52.2% | 75.9%-23.7pp | 73.3%-21.1pp | 82.4%-30.3pp |
| Annual return | 35.80% | 95.16%-59.4pp | 78.10%-42.3pp | 345.32%-309.5pp |
| Employer contribution / active EE | $973 | $3,139-69.0% | $2,854-65.9% | $4,762-79.6% |
| Participant deferral / active EE | $1,642 | $4,281-61.6% | $3,885-57.7% | $5,850-71.9% |
| Admin fee / account holder | $10 | $6,171-99.8% | $5,351-99.8% | $11,596-99.9% |