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 5-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 | $10,596 | $77,899-86.4% | $149,673-92.9% | $75,163-85.9% |
| Participation rate | 49.1% | 65.6%-16.5pp | 78.8%-29.7pp | 67.2%-18.1pp |
| Annual return | 21.08% | 31.72%-10.6pp | 134.42%-113.3pp | 160.62%-139.5pp |
| Employer contribution / active EE | $673 | $3,137-78.5% | $4,818-86.0% | $2,670-74.8% |
| Participant deferral / active EE | $1,322 | $3,411-61.2% | $5,680-76.7% | $4,125-67.9% |
| Admin fee / account holder | $99 | $5,956-98.3% | $13,210-99.2% | $5,651-98.2% |