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 | $13,387 | $109,982-87.8% | $97,226-86.2% | $145,922-90.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 15.57% | 242.90%-227.3pp | 75.13%-59.6pp | 561.29%-545.7pp |
| Employer contribution / active EE | $770 | $3,084-75.0% | $2,729-71.8% | $4,660-83.5% |
| Participant deferral / active EE | $1,136 | $4,676-75.7% | $4,264-73.4% | $6,688-83.0% |
| Admin fee / account holder | $18 | $6,221-99.7% | $5,654-99.7% | $13,397-99.9% |