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 | $6,432 | $54,705-88.2% | $71,209-91.0% | $84,808-92.4% |
| Participation rate | 41.4% | 64.1%-22.7pp | 73.8%-32.4pp | 68.3%-26.9pp |
| Annual return | 21.42% | 35.90%-14.5pp | 282.51%-261.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $599 | $2,158-72.2% | $2,721-78.0% | $2,631-77.2% |
| Participant deferral / active EE | $1,723 | $3,030-43.2% | $4,175-58.7% | $4,212-59.1% |
| Admin fee / account holder | $123 | $4,863-97.5% | $5,349-97.7% | $7,344-98.3% |