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 | $23,927 | $127,386-81.2% | $115,037-79.2% | $125,391-80.9% |
| Participation rate | 60.0% | 84.2%-24.2pp | 81.4%-21.4pp | 83.2%-23.2pp |
| Annual return | 2.63% | 31.28%-28.6pp | 26.14%-23.5pp | 282.22%-279.6pp |
| Employer contribution / active EE | $1,410 | $5,166-72.7% | $4,608-69.4% | $4,866-71.0% |
| Participant deferral / active EE | $4,576 | $6,423-28.8% | $6,026-24.1% | $5,352-14.5% |
| Admin fee / account holder | $7 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |