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 | $16,885 | $69,207-75.6% | $64,056-73.6% | $139,434-87.9% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 20.83% | 45.88%-25.0pp | 33.69%-12.9pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,100 | $3,182-65.4% | $2,747-60.0% | $4,751-76.9% |
| Participant deferral / active EE | $3,561 | $4,682-23.9% | $3,880-8.2% | $6,710-46.9% |
| Admin fee / account holder | $20 | $4,244-99.5% | $3,068-99.3% | $11,403-99.8% |