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 | $23,658 | $153,311-84.6% | $109,313-78.4% | $273,961-91.4% |
| Participation rate | 5.9% | 80.1%-74.2pp | 71.3%-65.4pp | 83.0%-77.1pp |
| Annual return | 12.93% | 29.86%-16.9pp | 22.07%-9.1pp | 41.45%-28.5pp |
| Employer contribution / active EE | $289 | $5,619-94.9% | $3,892-92.6% | $4,869-94.1% |
| Participant deferral / active EE | $361 | $3,932-90.8% | $3,166-88.6% | $5,287-93.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |