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 5-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 | $11,023 | $70,606-84.4% | $53,898-79.5% | $142,382-92.3% |
| Participation rate | 5.6% | 63.7%-58.1pp | 55.0%-49.4pp | 80.1%-74.6pp |
| Annual return | 16.51% | 619.81%-603.3pp | 528.60%-512.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $236 | $2,852-91.7% | $2,491-90.5% | $12,624-98.1% |