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 | $5,820 | $158,398-96.3% | $126,539-95.4% | $142,382-95.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 20.65% | 593.76%-573.1pp | 425.95%-405.3pp | 217.08%-196.4pp |
| Employer contribution / active EE | $877 | $4,650-81.1% | $3,674-76.1% | $4,299-79.6% |
| Participant deferral / active EE | $1,184 | $4,767-75.2% | $4,083-71.0% | $6,507-81.8% |
| Admin fee / account holder | $177 | $6,918-97.4% | $6,065-97.1% | $12,624-98.6% |