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 | $20,154 | $65,409-69.2% | $98,442-79.5% | $85,850-76.5% |
| Participation rate | 11.1% | 65.0%-53.9pp | 73.3%-62.2pp | 69.3%-58.2pp |
| Annual return | 15.18% | 21.76%-6.6pp | 1492.73%-1477.6pp | 318.53%-303.4pp |
| Employer contribution / active EE | $247 | $2,168-88.6% | $2,960-91.7% | $2,565-90.4% |
| Participant deferral / active EE | $877 | $3,166-72.3% | $4,276-79.5% | $3,952-77.8% |
| Admin fee / account holder | $161 | $4,593-96.5% | $5,949-97.3% | $6,260-97.4% |