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 4-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 | $18,892 | $57,541-67.2% | $95,745-80.3% | $75,163-74.9% |
| Participation rate | 25.4% | 62.5%-37.1pp | 72.3%-46.8pp | 67.2%-41.8pp |
| Annual return | 23.19% | 34.93%-11.7pp | 28.35%-5.2pp | 160.62%-137.4pp |
| Employer contribution / active EE | $540 | $1,808-70.1% | $2,835-81.0% | $2,670-79.8% |
| Participant deferral / active EE | $1,367 | $3,074-55.5% | $4,245-67.8% | $4,125-66.9% |
| Admin fee / account holder | $49 | $4,099-98.8% | $5,678-99.1% | $5,651-99.1% |