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 | $15,369 | $105,931-85.5% | $81,930-81.2% | $158,922-90.3% |
| Participation rate | 66.7% | 75.6%-8.9pp | 72.0%-5.3pp | 82.0%-15.3pp |
| Annual return | 17.64% | 38.17%-20.5pp | 29.49%-11.9pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,726 | $7,800-77.9% | $4,310-60.0% | $4,761-63.7% |
| Participant deferral / active EE | $2,884 | $13,003-77.8% | $7,107-59.4% | $5,982-51.8% |
| Admin fee / account holder | $167 | $8,489-98.0% | $5,158-96.8% | $11,246-98.5% |