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 | $45,246 | $99,652-54.6% | $78,778-42.6% | $147,584-69.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 10.07% | 47.28%-37.2pp | 35.62%-25.5pp | 578.55%-568.5pp |
| Employer contribution / active EE | $623 | $2,796-77.7% | $1,986-68.6% | $4,876-87.2% |
| Participant deferral / active EE | $1,962 | $3,664-46.4% | $2,958-33.7% | $5,439-63.9% |
| Admin fee / account holder | $76 | $7,155-98.9% | $5,134-98.5% | $10,885-99.3% |