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 | $19,190 | $124,185-84.5% | $108,410-82.3% | $167,490-88.5% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 27.72% | 1379.64%-1351.9pp | 905.27%-877.6pp | 478.56%-450.8pp |
| Employer contribution / active EE | $1,324 | $4,187-68.4% | $3,558-62.8% | $4,837-72.6% |
| Participant deferral / active EE | $4,586 | $6,908-33.6% | $6,563-30.1% | $6,341-27.7% |
| Admin fee / account holder | $155 | $9,455-98.4% | $7,295-97.9% | $12,309-98.7% |