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 | $15,063 | $121,625-87.6% | $104,607-85.6% | $158,922-90.5% |
| Participation rate | 18.8% | 77.5%-58.8pp | 74.1%-55.3pp | 82.0%-63.2pp |
| Annual return | 30.32% | 465.26%-434.9pp | 340.46%-310.1pp | 302.83%-272.5pp |
| Employer contribution / active EE | $693 | $3,163-78.1% | $2,681-74.2% | $4,761-85.5% |
| Participant deferral / active EE | $1,463 | $4,177-65.0% | $3,740-60.9% | $5,982-75.5% |
| Admin fee / account holder | $67 | $7,787-99.1% | $6,473-99.0% | $11,246-99.4% |