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 3-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 | $7,525 | $70,756-89.4% | $65,493-88.5% | $142,382-94.7% |
| Participation rate | 62.5% | 77.4%-14.9pp | 73.1%-10.6pp | 80.1%-17.6pp |
| Annual return | 24.08% | 1754.89%-1730.8pp | 982.45%-958.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $810 | $2,881-71.9% | $2,574-68.5% | $4,299-81.2% |
| Participant deferral / active EE | $2,481 | $4,637-46.5% | $3,961-37.4% | $6,507-61.9% |
| Admin fee / account holder | $44 | $6,559-99.3% | $5,028-99.1% | $12,624-99.6% |