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 7-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 | $14,018 | $129,217-89.2% | $93,406-85.0% | $158,922-91.2% |
| Participation rate | 33.3% | 71.0%-37.6pp | 66.8%-33.5pp | 82.0%-48.6pp |
| Annual return | 41.45% | 118.21%-76.8pp | 78.05%-36.6pp | 302.83%-261.4pp |
| Employer contribution / active EE | $785 | $2,711-71.1% | $2,075-62.2% | $4,761-83.5% |
| Participant deferral / active EE | $1,579 | $3,909-59.6% | $3,126-49.5% | $5,982-73.6% |
| Admin fee / account holder | $112 | $7,383-98.5% | $5,230-97.9% | $11,246-99.0% |