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 | $10,347 | $169,032-93.9% | $129,207-92.0% | $145,922-92.9% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 14.75% | 14330.11%-14315.4pp | 9417.33%-9402.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $841 | $5,537-84.8% | $4,153-79.8% | $4,660-82.0% |
| Participant deferral / active EE | $1,786 | $4,987-64.2% | $4,168-57.2% | $6,688-73.3% |
| Admin fee / account holder | $27 | $9,954-99.7% | $7,715-99.7% | $13,397-99.8% |