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 4-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 | $10,781 | $60,892-82.3% | $82,389-86.9% | $84,808-87.3% |
| Participation rate | 56.0% | 63.3%-7.3pp | 69.5%-13.5pp | 68.3%-12.3pp |
| Annual return | 19.86% | 37.29%-17.4pp | 28.67%-8.8pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,220 | $3,179-61.6% | $4,155-70.6% | $4,212-71.0% |
| Admin fee / account holder | $216 | $5,467-96.0% | $7,231-97.0% | $7,344-97.1% |