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 6-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 | $7,670 | $70,606-89.1% | $53,898-85.8% | $142,382-94.6% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 20.36% | 619.81%-599.5pp | 528.60%-508.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $282 | $1,202-76.6% | $932-69.8% | $4,299-93.5% |
| Participant deferral / active EE | $1,345 | $2,364-43.1% | $1,826-26.3% | $6,507-79.3% |
| Admin fee / account holder | $169 | $2,852-94.1% | $2,491-93.2% | $12,624-98.7% |