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 | $11,234 | $109,982-89.8% | $97,226-88.4% | $145,922-92.3% |
| Participation rate | 31.8% | 75.9%-44.1pp | 72.7%-40.9pp | 80.3%-48.5pp |
| Annual return | 18.27% | 242.90%-224.6pp | 75.13%-56.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $481 | $3,084-84.4% | $2,729-82.4% | $4,660-89.7% |
| Participant deferral / active EE | $1,111 | $4,676-76.2% | $4,264-74.0% | $6,688-83.4% |
| Admin fee / account holder | $141 | $6,221-97.7% | $5,654-97.5% | $13,397-98.9% |