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 8-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 | $12,652 | $45,073-71.9% | $69,455-81.8% | $72,985-82.7% |
| Participation rate | 14.9% | 68.5%-53.6pp | 74.6%-59.7pp | 69.5%-54.6pp |
| Annual return | 21.85% | 22.65%-0.8pp | 28.97%-7.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $964 | $2,602-63.0% | $3,535-72.7% | $3,607-73.3% |
| Admin fee / account holder | $222 | $3,056-92.7% | $3,839-94.2% | $5,124-95.7% |