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 | $17,839 | $101,069-82.3% | $81,478-78.1% | $147,584-87.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 19.13% | 32.40%-13.3pp | 38.78%-19.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $4,616 | $3,205+44.0% | $2,568+79.8% | $4,876-5.3% |
| Participant deferral / active EE | $2,662 | $4,242-37.2% | $3,537-24.7% | $5,439-51.1% |
| Admin fee / account holder | $44 | $5,812-99.2% | $4,561-99.0% | $10,885-99.6% |