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 4-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 | $12,857 | $100,773-87.2% | $88,946-85.5% | $142,382-91.0% |
| Participation rate | 44.4% | 74.3%-29.8pp | 68.8%-24.4pp | 80.1%-35.7pp |
| Annual return | 32.08% | 70.18%-38.1pp | 57.82%-25.7pp | 217.08%-185.0pp |
| Employer contribution / active EE | $836 | $2,918-71.4% | $2,555-67.3% | $4,299-80.6% |
| Participant deferral / active EE | $1,625 | $5,230-68.9% | $4,581-64.5% | $6,507-75.0% |
| Admin fee / account holder | $123 | $9,693-98.7% | $8,261-98.5% | $12,624-99.0% |