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 | $14,105 | $110,261-87.2% | $95,745-85.3% | $139,434-89.9% |
| Participation rate | 0.0% | 75.8%-75.8pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 19.95% | 27.11%-7.2pp | 28.35%-8.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,202 | $3,257-63.1% | $2,835-57.6% | $4,751-74.7% |
| Participant deferral / active EE | $2,161 | $4,676-53.8% | $4,245-49.1% | $6,710-67.8% |
| Admin fee / account holder | $195 | $6,613-97.1% | $5,678-96.6% | $11,403-98.3% |