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 6-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 | $23,297 | $96,635-75.9% | $86,612-73.1% | $139,434-83.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 25.30% | 106.41%-81.1pp | 591.07%-565.8pp | 372.94%-347.6pp |
| Employer contribution / active EE | $605 | $3,263-81.5% | $3,022-80.0% | $4,751-87.3% |
| Participant deferral / active EE | $3,253 | $4,836-32.7% | $4,438-26.7% | $6,710-51.5% |
| Admin fee / account holder | $189 | $6,408-97.1% | $5,614-96.6% | $11,403-98.3% |