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 | $20,787 | $148,534-86.0% | $135,903-84.7% | $139,434-85.1% |
| Participation rate | 35.7% | 83.9%-48.1pp | 81.9%-46.2pp | 80.3%-44.6pp |
| Annual return | 19.93% | 79.19%-59.3pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,952 | $8,100-51.2% | $7,758-49.1% | $6,710-41.1% |
| Admin fee / account holder | $200 | $12,400-98.4% | $10,762-98.1% | $11,403-98.2% |