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 | $12,634 | $104,974-88.0% | $95,585-86.8% | $142,382-91.1% |
| Participation rate | 61.5% | 75.0%-13.4pp | 72.1%-10.5pp | 80.1%-18.6pp |
| Annual return | 21.15% | 210.33%-189.2pp | 38.56%-17.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $797 | $2,779-71.3% | $2,527-68.4% | $4,299-81.5% |
| Participant deferral / active EE | $1,191 | $4,352-72.6% | $4,023-70.4% | $6,507-81.7% |
| Admin fee / account holder | $31 | $6,386-99.5% | $6,127-99.5% | $12,624-99.8% |