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 8-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 | $17,375 | $91,190-80.9% | $178,490-90.3% | $79,858-78.2% |
| Participation rate | 30.8% | 69.2%-38.4pp | 81.9%-51.2pp | 69.6%-38.9pp |
| Annual return | 27.11% | 24.19%+2.9pp | 151.07%-124.0pp | 31.71%-4.6pp |
| Employer contribution / active EE | $1,115 | $3,256-65.7% | $5,011-77.7% | $2,471-54.9% |
| Participant deferral / active EE | $1,641 | $3,236-49.3% | $5,202-68.5% | $3,740-56.1% |
| Admin fee / account holder | $8 | $6,751-99.9% | $13,984-99.9% | $5,306-99.9% |