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 | $13,375 | $104,974-87.3% | $95,585-86.0% | $142,382-90.6% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.1%-34.6pp | 80.1%-42.6pp |
| Annual return | 18.21% | 210.33%-192.1pp | 38.56%-20.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $528 | $2,779-81.0% | $2,527-79.1% | $4,299-87.7% |
| Participant deferral / active EE | $1,311 | $4,352-69.9% | $4,023-67.4% | $6,507-79.9% |
| Admin fee / account holder | $282 | $6,386-95.6% | $6,127-95.4% | $12,624-97.8% |