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 | $18,887 | $108,172-82.5% | $77,482-75.6% | $158,922-88.1% |
| Participation rate | 60.0% | 64.4%-4.4pp | 54.2%+5.8pp | 82.0%-22.0pp |
| Annual return | 38.50% | 31.67%+6.8pp | 54.79%-16.3pp | 302.83%-264.3pp |
| Employer contribution / active EE | $940 | $1,325-29.0% | $986-4.7% | $4,761-80.3% |
| Participant deferral / active EE | $3,417 | $2,456+39.1% | $1,861+83.6% | $5,982-42.9% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |