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 | $9,524 | $74,888-87.3% | $71,209-86.6% | $142,382-93.3% |
| Participation rate | 57.9% | 76.2%-18.3pp | 73.8%-15.9pp | 80.1%-22.2pp |
| Annual return | 26.74% | 345.14%-318.4pp | 282.51%-255.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $435 | $2,854-84.7% | $2,721-84.0% | $4,299-89.9% |
| Participant deferral / active EE | $1,652 | $4,454-62.9% | $4,175-60.4% | $6,507-74.6% |
| Admin fee / account holder | $10 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |