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 8-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 | $22,474 | $83,902-73.2% | $167,512-86.6% | $84,808-73.5% |
| Participation rate | 35.1% | 66.5%-31.3pp | 77.1%-41.9pp | 68.3%-33.2pp |
| Annual return | 24.18% | 91.55%-67.4pp | 1615.79%-1591.6pp | 40.90%-16.7pp |
| Employer contribution / active EE | $774 | $2,264-65.8% | $3,882-80.1% | $2,631-70.6% |
| Participant deferral / active EE | $1,406 | $4,442-68.3% | $6,405-78.0% | $4,212-66.6% |
| Admin fee / account holder | $190 | $7,915-97.6% | $9,769-98.1% | $7,344-97.4% |