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 8-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 | $2,743 | $70,606-96.1% | $53,898-94.9% | $142,382-98.1% |
| Participation rate | 57.1% | 63.7%-6.6pp | 55.0%+2.2pp | 80.1%-23.0pp |
| Annual return | 22.85% | 619.81%-597.0pp | 528.60%-505.8pp | 217.08%-194.2pp |
| Employer contribution / active EE | $269 | $1,202-77.6% | $932-71.2% | $4,299-93.7% |
| Participant deferral / active EE | $1,039 | $2,364-56.0% | $1,826-43.1% | $6,507-84.0% |
| Admin fee / account holder | $29 | $2,852-99.0% | $2,491-98.8% | $12,624-99.8% |