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 | $24,473 | $158,398-84.5% | $126,539-80.7% | $142,382-82.8% |
| Participation rate | 18.2% | 75.8%-57.6pp | 69.8%-51.6pp | 80.1%-61.9pp |
| Annual return | 16.18% | 593.76%-577.6pp | 425.95%-409.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $736 | $4,650-84.2% | $3,674-80.0% | $4,299-82.9% |
| Participant deferral / active EE | $736 | $4,767-84.6% | $4,083-82.0% | $6,507-88.7% |
| Admin fee / account holder | $83 | $6,918-98.8% | $6,065-98.6% | $12,624-99.3% |