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 6-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 | $24,494 | $175,202-86.0% | $149,673-83.6% | $139,434-82.4% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 22.74% | 166.71%-144.0pp | 134.42%-111.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,241 | $5,474-77.3% | $4,818-74.2% | $4,751-73.9% |
| Participant deferral / active EE | $4,182 | $6,519-35.8% | $5,680-26.4% | $6,710-37.7% |
| Admin fee / account holder | $105 | $16,150-99.3% | $13,210-99.2% | $11,403-99.1% |