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 7-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 | $11,907 | $56,317-78.9% | $71,209-83.3% | $74,304-84.0% |
| Participation rate | 65.4% | 55.1%+10.3pp | 73.8%-8.3pp | 60.3%+5.1pp |
| Annual return | 17.54% | 42.83%-25.3pp | 282.51%-265.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,932 | $2,160-10.5% | $2,721-29.0% | $2,241-13.8% |
| Participant deferral / active EE | $485 | $2,788-82.6% | $4,175-88.4% | $3,767-87.1% |
| Admin fee / account holder | $280 | $2,290-87.8% | $5,349-94.8% | $2,969-90.6% |