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 9-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 | $25,193 | $88,751-71.6% | $81,812-69.2% | $145,922-82.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 13.82% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $753 | $3,083-75.6% | $2,912-74.1% | $4,660-83.8% |
| Participant deferral / active EE | $1,292 | $4,643-72.2% | $4,319-70.1% | $6,688-80.7% |
| Admin fee / account holder | $185 | $8,415-97.8% | $7,386-97.5% | $13,397-98.6% |