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 3-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 | $8,084 | $74,888-89.2% | $71,209-88.6% | $142,382-94.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 23.41% | 345.14%-321.7pp | 282.51%-259.1pp | 217.08%-193.7pp |
| Employer contribution / active EE | $785 | $2,854-72.5% | $2,721-71.1% | $4,299-81.7% |
| Participant deferral / active EE | $1,335 | $4,454-70.0% | $4,175-68.0% | $6,507-79.5% |
| Admin fee / account holder | $61 | $5,568-98.9% | $5,349-98.9% | $12,624-99.5% |