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 | $19,923 | $111,754-82.2% | $103,333-80.7% | $145,922-86.3% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 11.83% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,123 | $4,212-73.3% | $3,868-71.0% | $4,660-75.9% |
| Participant deferral / active EE | $2,083 | $5,619-62.9% | $5,057-58.8% | $6,688-68.8% |
| Admin fee / account holder | $95 | $9,750-99.0% | $8,355-98.9% | $13,397-99.3% |