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 | $29,820 | $210,648-85.8% | $177,989-83.2% | $145,922-79.6% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-46.9pp |
| Annual return | 9.37% | 385.86%-376.5pp | 294.48%-285.1pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,122 | $4,565-75.4% | $3,949-71.6% | $4,660-75.9% |
| Participant deferral / active EE | $1,403 | $6,958-79.8% | $6,276-77.7% | $6,688-79.0% |
| Admin fee / account holder | $186 | $12,013-98.5% | $10,363-98.2% | $13,397-98.6% |