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 | $13,897 | $100,852-86.2% | $90,404-84.6% | $158,922-91.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 18.47% | 1724.20%-1705.7pp | 1293.02%-1274.5pp | 302.83%-284.4pp |
| Employer contribution / active EE | $994 | $3,689-73.0% | $3,262-69.5% | $4,761-79.1% |
| Participant deferral / active EE | $3,230 | $4,348-25.7% | $3,963-18.5% | $5,982-46.0% |
| Admin fee / account holder | $271 | $6,501-95.8% | $5,611-95.2% | $11,246-97.6% |