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 | $17,411 | $117,983-85.2% | $101,794-82.9% | $142,382-87.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 17.74% | 36.92%-19.2pp | 30.53%-12.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,464 | $2,773-11.1% | $2,289+7.7% | $4,299-42.7% |
| Participant deferral / active EE | $3,144 | $4,714-33.3% | $4,084-23.0% | $6,507-51.7% |
| Admin fee / account holder | $163 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |