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 | $8,134 | $110,502-92.6% | $80,716-89.9% | $167,490-95.1% |
| Participation rate | 8.3% | 64.0%-55.6pp | 54.2%-45.8pp | 82.1%-73.8pp |
| Annual return | 20.43% | 120.54%-100.1pp | 87.28%-66.8pp | 478.56%-458.1pp |
| Employer contribution / active EE | $48 | $1,543-96.9% | $1,160-95.9% | $4,837-99.0% |
| Participant deferral / active EE | $172 | $2,871-94.0% | $2,146-92.0% | $6,341-97.3% |
| Admin fee / account holder | $7 | $4,545-99.9% | $3,380-99.8% | $12,309-99.9% |