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 | $13,167 | $56,114-76.5% | $96,139-86.3% | $85,850-84.7% |
| Participation rate | 12.3% | 56.7%-44.4pp | 68.4%-56.2pp | 69.3%-57.0pp |
| Annual return | 26.11% | 42.30%-16.2pp | 191.94%-165.8pp | 318.53%-292.4pp |
| Employer contribution / active EE | $554 | $1,620-65.8% | $2,797-80.2% | $2,565-78.4% |
| Participant deferral / active EE | $1,016 | $2,859-64.5% | $4,349-76.6% | $3,952-74.3% |
| Admin fee / account holder | $20 | $3,768-99.5% | $5,537-99.6% | $6,260-99.7% |