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 | $11,865 | $109,327-89.1% | $89,391-86.7% | $158,922-92.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 51.77% | 345.68%-293.9pp | 245.62%-193.8pp | 302.83%-251.1pp |
| Employer contribution / active EE | $2,000 | $3,170-36.9% | $2,586-22.6% | $4,761-58.0% |
| Participant deferral / active EE | $4,046 | $4,598-12.0% | $3,890+4.0% | $5,982-32.4% |
| Admin fee / account holder | $67 | $6,153-98.9% | $4,881-98.6% | $11,246-99.4% |