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 5-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 | $9,668 | $96,635-90.0% | $86,612-88.8% | $139,434-93.1% |
| Participation rate | 45.5% | 74.4%-28.9pp | 71.7%-26.2pp | 80.3%-34.9pp |
| Annual return | 33.62% | 106.41%-72.8pp | 591.07%-557.5pp | 372.94%-339.3pp |
| Employer contribution / active EE | $1,018 | $3,263-68.8% | $3,022-66.3% | $4,751-78.6% |
| Participant deferral / active EE | $1,190 | $4,836-75.4% | $4,438-73.2% | $6,710-82.3% |
| Admin fee / account holder | $17 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |