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 | $33,528 | $140,578-76.1% | $100,671-66.7% | $125,391-73.3% |
| Participation rate | 35.7% | 80.4%-44.7pp | 70.7%-35.0pp | 83.2%-47.5pp |
| Annual return | 0.94% | 24.67%-23.7pp | 20.43%-19.5pp | 282.22%-281.3pp |
| Employer contribution / active EE | $126 | $5,965-97.9% | $4,012-96.9% | $4,866-97.4% |
| Participant deferral / active EE | $1,856 | $3,981-53.4% | $3,144-40.9% | $5,352-65.3% |
| Admin fee / account holder | $29 | $6,716-99.6% | $4,850-99.4% | $9,540-99.7% |