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 3-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 | $10,880 | $99,918-89.1% | $81,382-86.6% | $145,922-92.5% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 13.46% | 34.32%-20.9pp | 24.73%-11.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,234 | $2,978-58.6% | $2,463-49.9% | $4,660-73.5% |
| Participant deferral / active EE | $2,531 | $4,605-45.0% | $3,883-34.8% | $6,688-62.2% |
| Admin fee / account holder | $46 | $8,212-99.4% | $5,768-99.2% | $13,397-99.7% |