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 | $16,437 | $77,419-78.8% | $69,455-76.3% | $152,861-89.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.4%-32.4pp |
| Annual return | 6.94% | 39.06%-32.1pp | 28.97%-22.0pp | 345.32%-338.4pp |
| Employer contribution / active EE | $498 | $3,315-85.0% | $2,779-82.1% | $4,762-89.6% |
| Participant deferral / active EE | $2,344 | $4,414-46.9% | $3,535-33.7% | $5,850-59.9% |
| Admin fee / account holder | $19 | $6,207-99.7% | $3,839-99.5% | $11,596-99.8% |