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 | $13,293 | $102,616-87.0% | $81,983-83.8% | $158,922-91.6% |
| Participation rate | 37.5% | 75.5%-38.0pp | 69.2%-31.7pp | 82.0%-44.5pp |
| Annual return | 24.78% | 61.04%-36.3pp | 41.31%-16.5pp | 302.83%-278.0pp |
| Employer contribution / active EE | $752 | $3,240-76.8% | $2,498-69.9% | $4,761-84.2% |
| Participant deferral / active EE | $1,206 | $4,648-74.1% | $3,722-67.6% | $5,982-79.8% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |