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 | $20,195 | $158,398-87.3% | $126,539-84.0% | $142,382-85.8% |
| Participation rate | 41.7% | 75.8%-34.1pp | 69.8%-28.2pp | 80.1%-38.5pp |
| Annual return | 28.14% | 593.76%-565.6pp | 425.95%-397.8pp | 217.08%-188.9pp |
| Employer contribution / active EE | $236 | $4,650-94.9% | $3,674-93.6% | $4,299-94.5% |
| Participant deferral / active EE | $1,535 | $4,767-67.8% | $4,083-62.4% | $6,507-76.4% |
| Admin fee / account holder | $17 | $6,918-99.8% | $6,065-99.7% | $12,624-99.9% |