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 | $12,640 | $105,931-88.1% | $81,930-84.6% | $158,922-92.0% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.0%-22.0pp | 82.0%-32.0pp |
| Annual return | 18.92% | 38.17%-19.3pp | 29.49%-10.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $383 | $7,800-95.1% | $4,310-91.1% | $4,761-92.0% |
| Participant deferral / active EE | $1,065 | $13,003-91.8% | $7,107-85.0% | $5,982-82.2% |
| Admin fee / account holder | $6 | $8,489-99.9% | $5,158-99.9% | $11,246-99.9% |