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 6-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 | $22,734 | $176,056-87.1% | $159,436-85.7% | $167,490-86.4% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.5pp |
| Annual return | 20.23% | 331.75%-311.5pp | 263.57%-243.3pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,396 | $5,297-73.7% | $4,829-71.1% | $4,837-71.2% |
| Participant deferral / active EE | $4,925 | $7,750-36.4% | $7,352-33.0% | $6,341-22.3% |
| Admin fee / account holder | $178 | $12,554-98.6% | $10,799-98.3% | $12,309-98.6% |