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 | $16,934 | $115,770-85.4% | $101,248-83.3% | $158,922-89.3% |
| Participation rate | 40.9% | 79.4%-38.5pp | 75.8%-34.9pp | 82.0%-41.0pp |
| Annual return | 29.26% | 56.14%-26.9pp | 46.47%-17.2pp | 302.83%-273.6pp |
| Employer contribution / active EE | $1,094 | $4,175-73.8% | $3,660-70.1% | $4,761-77.0% |
| Participant deferral / active EE | $1,849 | $4,957-62.7% | $4,370-57.7% | $5,982-69.1% |
| Admin fee / account holder | $92 | $7,245-98.7% | $5,945-98.5% | $11,246-99.2% |