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 | $16,780 | $109,982-84.7% | $97,226-82.7% | $145,922-88.5% |
| Participation rate | 18.8% | 75.9%-57.2pp | 72.7%-53.9pp | 80.3%-61.5pp |
| Annual return | 12.16% | 242.90%-230.7pp | 75.13%-63.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $713 | $4,676-84.8% | $4,264-83.3% | $6,688-89.3% |
| Admin fee / account holder | $75 | $6,221-98.8% | $5,654-98.7% | $13,397-99.4% |