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 10-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 | $21,606 | $99,020-78.2% | $86,590-75.0% | $147,584-85.4% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 523.00% | 1312.34%-789.3pp | 964.84%-441.8pp | 578.55%-55.5pp |
| Employer contribution / active EE | $590 | $3,132-81.2% | $2,839-79.2% | $4,876-87.9% |
| Participant deferral / active EE | $4,500 | $3,972+13.3% | $3,609+24.7% | $5,439-17.3% |
| Admin fee / account holder | $271 | $5,710-95.3% | $4,906-94.5% | $10,885-97.5% |