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 9-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 | $17,718 | $74,888-76.3% | $71,209-75.1% | $142,382-87.6% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.1%-37.3pp |
| Annual return | 14.04% | 345.14%-331.1pp | 282.51%-268.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $841 | $2,854-70.5% | $2,721-69.1% | $4,299-80.4% |
| Participant deferral / active EE | $888 | $4,454-80.1% | $4,175-78.7% | $6,507-86.4% |
| Admin fee / account holder | $136 | $5,568-97.6% | $5,349-97.5% | $12,624-98.9% |