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 | $11,902 | $100,852-88.2% | $90,404-86.8% | $158,922-92.5% |
| Participation rate | 62.5% | 75.0%-12.5pp | 72.7%-10.2pp | 82.0%-19.5pp |
| Annual return | 16.28% | 1724.20%-1707.9pp | 1293.02%-1276.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,189 | $3,689-67.8% | $3,262-63.5% | $4,761-75.0% |
| Participant deferral / active EE | $819 | $4,348-81.2% | $3,963-79.3% | $5,982-86.3% |
| Admin fee / account holder | $19 | $6,501-99.7% | $5,611-99.7% | $11,246-99.8% |