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 | $16,926 | $107,015-84.2% | $73,545-77.0% | $147,584-88.5% |
| Participation rate | 54.5% | 66.4%-11.8pp | 54.9%-0.4pp | 82.8%-28.3pp |
| Annual return | 25.06% | 38.25%-13.2pp | -15.16%+40.2pp | 578.55%-553.5pp |
| Employer contribution / active EE | $1,259 | $1,760-28.5% | $1,219+3.3% | $4,876-74.2% |
| Participant deferral / active EE | $4,892 | $2,462+98.7% | $1,806+170.9% | $5,439-10.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |