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 | $6,210 | $158,398-96.1% | $126,539-95.1% | $142,382-95.6% |
| Participation rate | 65.2% | 75.8%-10.6pp | 69.8%-4.6pp | 80.1%-14.9pp |
| Annual return | 24.71% | 593.76%-569.0pp | 425.95%-401.2pp | 217.08%-192.4pp |
| Employer contribution / active EE | $427 | $4,650-90.8% | $3,674-88.4% | $4,299-90.1% |
| Participant deferral / active EE | $1,940 | $4,767-59.3% | $4,083-52.5% | $6,507-70.2% |
| Admin fee / account holder | $23 | $6,918-99.7% | $6,065-99.6% | $12,624-99.8% |