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 | $20,000 | $111,754-82.1% | $103,333-80.6% | $145,922-86.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 9.44% | 24.77%-15.3pp | 24.88%-15.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $1,345 | $4,212-68.1% | $3,868-65.2% | $4,660-71.1% |
| Participant deferral / active EE | $2,242 | $5,619-60.1% | $5,057-55.7% | $6,688-66.5% |
| Admin fee / account holder | $168 | $9,750-98.3% | $8,355-98.0% | $13,397-98.7% |