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 3-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 | $9,690 | $100,773-90.4% | $88,946-89.1% | $142,382-93.2% |
| Participation rate | 47.8% | 74.3%-26.5pp | 68.8%-21.0pp | 80.1%-32.3pp |
| Annual return | 20.88% | 70.18%-49.3pp | 57.82%-36.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $944 | $2,918-67.6% | $2,555-63.0% | $4,299-78.0% |
| Participant deferral / active EE | $1,221 | $5,230-76.7% | $4,581-73.4% | $6,507-81.2% |
| Admin fee / account holder | $150 | $9,693-98.5% | $8,261-98.2% | $12,624-98.8% |