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 | $17,216 | $158,398-89.1% | $126,539-86.4% | $142,382-87.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 19.42% | 593.76%-574.3pp | 425.95%-406.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $921 | $4,650-80.2% | $3,674-74.9% | $4,299-78.6% |
| Participant deferral / active EE | $2,247 | $4,767-52.9% | $4,083-45.0% | $6,507-65.5% |
| Admin fee / account holder | $187 | $6,918-97.3% | $6,065-96.9% | $12,624-98.5% |