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 | $8,229 | $54,705-85.0% | $71,209-88.4% | $84,808-90.3% |
| Participation rate | 28.0% | 64.1%-36.1pp | 73.8%-45.8pp | 68.3%-40.3pp |
| Annual return | 18.51% | 35.90%-17.4pp | 282.51%-264.0pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $743 | $3,030-75.5% | $4,175-82.2% | $4,212-82.4% |
| Admin fee / account holder | $49 | $4,863-99.0% | $5,349-99.1% | $7,344-99.3% |