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 | $11,976 | $109,982-89.1% | $97,226-87.7% | $145,922-91.8% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 10.12% | 242.90%-232.8pp | 75.13%-65.0pp | 561.29%-551.2pp |
| Employer contribution / active EE | $581 | $3,084-81.2% | $2,729-78.7% | $4,660-87.5% |
| Participant deferral / active EE | $1,649 | $4,676-64.7% | $4,264-61.3% | $6,688-75.3% |
| Admin fee / account holder | $101 | $6,221-98.4% | $5,654-98.2% | $13,397-99.2% |