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 | $25,958 | $114,047-77.2% | $96,139-73.0% | $167,490-84.5% |
| Participation rate | 26.7% | 75.1%-48.4pp | 68.4%-41.8pp | 82.1%-55.4pp |
| Annual return | 20.29% | 189.88%-169.6pp | 191.94%-171.7pp | 478.56%-458.3pp |
| Employer contribution / active EE | $925 | $3,427-73.0% | $2,797-66.9% | $4,837-80.9% |
| Participant deferral / active EE | $2,557 | $5,194-50.8% | $4,349-41.2% | $6,341-59.7% |
| Admin fee / account holder | $4 | $6,897-99.9% | $5,537-99.9% | $12,309-100.0% |