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 4-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 | $12,485 | $111,754-88.8% | $103,333-87.9% | $145,922-91.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 22.70% | 24.77%-2.1pp | 24.88%-2.2pp | 561.29%-538.6pp |
| Employer contribution / active EE | $1,783 | $4,212-57.7% | $3,868-53.9% | $4,660-61.7% |
| Participant deferral / active EE | $2,131 | $5,619-62.1% | $5,057-57.9% | $6,688-68.1% |
| Admin fee / account holder | $19 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |