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 | $8,136 | $54,705-85.1% | $71,209-88.6% | $84,808-90.4% |
| Participation rate | 40.7% | 64.1%-23.3pp | 73.8%-33.0pp | 68.3%-27.6pp |
| Annual return | 20.83% | 35.90%-15.1pp | 282.51%-261.7pp | 40.90%-20.1pp |
| Employer contribution / active EE | $374 | $2,158-82.6% | $2,721-86.2% | $2,631-85.8% |
| Participant deferral / active EE | $591 | $3,030-80.5% | $4,175-85.8% | $4,212-86.0% |
| Admin fee / account holder | $50 | $4,863-99.0% | $5,349-99.1% | $7,344-99.3% |