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 | $10,446 | $156,846-93.3% | $121,098-91.4% | $139,434-92.5% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.5%-12.3pp | 80.3%-23.2pp |
| Annual return | 20.93% | 1474.56%-1453.6pp | 985.75%-964.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $732 | $5,536-86.8% | $4,164-82.4% | $4,751-84.6% |
| Participant deferral / active EE | $1,170 | $4,844-75.9% | $4,080-71.3% | $6,710-82.6% |
| Admin fee / account holder | $187 | $6,946-97.3% | $5,644-96.7% | $11,403-98.4% |