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 3-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 | $14,693 | $109,982-86.6% | $97,226-84.9% | $145,922-89.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 27.85% | 242.90%-215.1pp | 75.13%-47.3pp | 561.29%-533.4pp |
| Employer contribution / active EE | $1,143 | $3,084-62.9% | $2,729-58.1% | $4,660-75.5% |
| Participant deferral / active EE | $2,068 | $4,676-55.8% | $4,264-51.5% | $6,688-69.1% |
| Admin fee / account holder | $33 | $6,221-99.5% | $5,654-99.4% | $13,397-99.8% |