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 | $13,256 | $109,817-87.9% | $98,442-86.5% | $167,490-92.1% |
| Participation rate | 30.8% | 75.8%-45.1pp | 73.3%-42.6pp | 82.1%-51.3pp |
| Annual return | 32.83% | 1956.69%-1923.9pp | 1492.73%-1459.9pp | 478.56%-445.7pp |
| Employer contribution / active EE | $504 | $3,224-84.4% | $2,960-83.0% | $4,837-89.6% |
| Participant deferral / active EE | $1,083 | $4,673-76.8% | $4,276-74.7% | $6,341-82.9% |
| Admin fee / account holder | $84 | $6,753-98.8% | $5,949-98.6% | $12,309-99.3% |