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 | $9,190 | $74,888-87.7% | $71,209-87.1% | $142,382-93.5% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 31.86% | 345.14%-313.3pp | 282.51%-250.6pp | 217.08%-185.2pp |
| Employer contribution / active EE | $532 | $2,854-81.4% | $2,721-80.5% | $4,299-87.6% |
| Participant deferral / active EE | $1,082 | $4,454-75.7% | $4,175-74.1% | $6,507-83.4% |
| Admin fee / account holder | $19 | $5,568-99.7% | $5,349-99.6% | $12,624-99.8% |