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 | $9,727 | $85,022-88.6% | $70,515-86.2% | $139,434-93.0% |
| Participation rate | 43.8% | 73.9%-30.2pp | 68.3%-24.6pp | 80.3%-36.6pp |
| Annual return | 27.44% | 30.38%-2.9pp | 32.77%-5.3pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,343 | $3,909-65.6% | $2,973-54.8% | $4,751-71.7% |
| Participant deferral / active EE | $1,745 | $5,890-70.4% | $4,567-61.8% | $6,710-74.0% |
| Admin fee / account holder | $156 | $8,906-98.2% | $6,412-97.6% | $11,403-98.6% |