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 | $17,893 | $110,502-83.8% | $80,716-77.8% | $167,490-89.3% |
| Participation rate | 62.5% | 64.0%-1.5pp | 54.2%+8.3pp | 82.1%-19.6pp |
| Annual return | 19.43% | 120.54%-101.1pp | 87.28%-67.8pp | 478.56%-459.1pp |
| Employer contribution / active EE | $1,106 | $1,543-28.3% | $1,160-4.6% | $4,837-77.1% |
| Participant deferral / active EE | $3,350 | $2,871+16.7% | $2,146+56.1% | $6,341-47.2% |
| Admin fee / account holder | $145 | $4,545-96.8% | $3,380-95.7% | $12,309-98.8% |