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 | $18,329 | $73,515-75.1% | $62,995-70.9% | $147,584-87.6% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.8%-18.6pp | 82.8%-26.6pp |
| Annual return | 23.82% | 175.43%-151.6pp | 87.57%-63.7pp | 578.55%-554.7pp |
| Employer contribution / active EE | $639 | $3,320-80.7% | $2,759-76.8% | $4,876-86.9% |
| Participant deferral / active EE | $3,356 | $4,185-19.8% | $3,329+0.8% | $5,439-38.3% |
| Admin fee / account holder | $27 | $5,953-99.5% | $3,600-99.2% | $10,885-99.7% |