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 9-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 | $20,051 | $105,998-81.1% | $92,233-78.3% | $147,584-86.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 15.34% | 50.05%-34.7pp | 176.28%-160.9pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,424 | $4,333-67.1% | $3,679-61.3% | $4,876-70.8% |
| Participant deferral / active EE | $6,736 | $4,478+50.4% | $3,897+72.9% | $5,439+23.9% |
| Admin fee / account holder | $56 | $6,332-99.1% | $5,194-98.9% | $10,885-99.5% |