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 5-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 | $10,402 | $48,795-78.7% | $65,493-84.1% | $84,808-87.7% |
| Participation rate | 30.8% | 67.0%-36.2pp | 73.1%-42.3pp | 68.3%-37.5pp |
| Annual return | 16.21% | 20.20%-4.0pp | 982.45%-966.2pp | 40.90%-24.7pp |
| Employer contribution / active EE | $521 | $1,930-73.0% | $2,574-79.8% | $2,631-80.2% |
| Participant deferral / active EE | $1,012 | $2,928-65.5% | $3,961-74.5% | $4,212-76.0% |
| Admin fee / account holder | $20 | $3,877-99.5% | $5,028-99.6% | $7,344-99.7% |