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 | $11,676 | $102,966-88.7% | $90,281-87.1% | $152,861-92.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 27.85% | 95.16%-67.3pp | 78.10%-50.3pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,415 | $3,139-54.9% | $2,854-50.4% | $4,762-70.3% |
| Participant deferral / active EE | $1,417 | $4,281-66.9% | $3,885-63.5% | $5,850-75.8% |
| Admin fee / account holder | $59 | $6,171-99.1% | $5,351-98.9% | $11,596-99.5% |