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 | $28,647 | $88,751-67.7% | $81,812-65.0% | $145,922-80.4% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.3%-26.2pp | 80.3%-34.1pp |
| Annual return | 15.52% | 1025.40%-1009.9pp | 773.79%-758.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $482 | $3,083-84.4% | $2,912-83.5% | $4,660-89.7% |
| Participant deferral / active EE | $3,690 | $4,643-20.5% | $4,319-14.5% | $6,688-44.8% |
| Admin fee / account holder | $266 | $8,415-96.8% | $7,386-96.4% | $13,397-98.0% |