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 10-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 | $15,883 | $34,308-53.7% | $74,701-78.7% | $72,985-78.2% |
| Participation rate | 33.3% | 42.4%-9.1pp | 54.5%-21.1pp | 69.5%-36.2pp |
| Annual return | 18.44% | 26.58%-8.1pp | 752.92%-734.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $398 | $692-42.4% | $1,084-63.3% | $2,440-83.7% |
| Participant deferral / active EE | $1,241 | $1,271-2.4% | $1,964-36.8% | $3,607-65.6% |
| Admin fee / account holder | $158 | $2,124-92.5% | $3,333-95.2% | $5,124-96.9% |