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 7-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 | $17,630 | $115,770-84.8% | $101,248-82.6% | $158,922-88.9% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 50.88% | 56.14%-5.3pp | 46.47%+4.4pp | 302.83%-251.9pp |
| Employer contribution / active EE | $964 | $4,175-76.9% | $3,660-73.6% | $4,761-79.7% |
| Participant deferral / active EE | $1,512 | $4,957-69.5% | $4,370-65.4% | $5,982-74.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |