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 | $12,840 | $29,660-56.7% | $56,411-77.2% | $80,856-84.1% |
| Participation rate | 9.7% | 41.6%-32.0pp | 52.5%-42.8pp | 67.6%-58.0pp |
| Annual return | 11.00% | 35.23%-24.2pp | 1701.33%-1690.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $143 | $669-78.6% | $1,039-86.2% | $2,755-94.8% |
| Participant deferral / active EE | $356 | $1,226-70.9% | $1,952-81.7% | $4,296-91.7% |
| Admin fee / account holder | $122 | $2,428-95.0% | $2,829-95.7% | $6,918-98.2% |