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 | $24,136 | $163,101-85.2% | $136,749-82.4% | $142,382-83.0% |
| Participation rate | 16.7% | 78.2%-61.6pp | 72.1%-55.5pp | 80.1%-63.5pp |
| Annual return | 13.78% | 27.54%-13.8pp | 24.33%-10.5pp | 217.08%-203.3pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $277 | $14,318-98.1% | $11,386-97.6% | $12,624-97.8% |