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 | $17,568 | $108,642-83.8% | $74,701-76.5% | $152,861-88.5% |
| Participation rate | 44.4% | 65.3%-20.9pp | 54.5%-10.0pp | 82.4%-38.0pp |
| Annual return | 24.28% | 114.06%-89.8pp | 752.92%-728.6pp | 345.32%-321.0pp |
| Employer contribution / active EE | $743 | $1,503-50.6% | $1,084-31.5% | $4,762-84.4% |
| Participant deferral / active EE | $855 | $2,712-68.5% | $1,964-56.5% | $5,850-85.4% |
| Admin fee / account holder | $256 | $4,902-94.8% | $3,333-92.3% | $11,596-97.8% |