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 | $12,348 | $109,817-88.8% | $98,442-87.5% | $167,490-92.6% |
| Participation rate | 26.1% | 75.8%-49.7pp | 73.3%-47.3pp | 82.1%-56.0pp |
| Annual return | 11.82% | 1956.69%-1944.9pp | 1492.73%-1480.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $378 | $3,224-88.3% | $2,960-87.2% | $4,837-92.2% |
| Participant deferral / active EE | $950 | $4,673-79.7% | $4,276-77.8% | $6,341-85.0% |
| Admin fee / account holder | $146 | $6,753-97.8% | $5,949-97.5% | $12,309-98.8% |