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 | $10,369 | $109,982-90.6% | $97,226-89.3% | $145,922-92.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 15.65% | 242.90%-227.3pp | 75.13%-59.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $975 | $3,084-68.4% | $2,729-64.3% | $4,660-79.1% |
| Participant deferral / active EE | $1,494 | $4,676-68.1% | $4,264-65.0% | $6,688-77.7% |
| Admin fee / account holder | $15 | $6,221-99.8% | $5,654-99.7% | $13,397-99.9% |