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 | $13,689 | $54,762-75.0% | $90,281-84.8% | $72,985-81.2% |
| Participation rate | 50.0% | 65.1%-15.1pp | 73.3%-23.3pp | 69.5%-19.5pp |
| Annual return | 242.47% | 30.63%+211.8pp | 78.10%+164.4pp | 81.00%+161.5pp |
| Employer contribution / active EE | $455 | $2,092-78.3% | $2,854-84.1% | $2,440-81.4% |
| Participant deferral / active EE | $2,586 | $2,887-10.4% | $3,885-33.4% | $3,607-28.3% |
| Admin fee / account holder | $5 | $3,972-99.9% | $5,351-99.9% | $5,124-99.9% |