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 6-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 | $15,874 | $109,327-85.5% | $89,391-82.2% | $158,922-90.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 21.21% | 345.68%-324.5pp | 245.62%-224.4pp | 302.83%-281.6pp |
| Employer contribution / active EE | $364 | $3,170-88.5% | $2,586-85.9% | $4,761-92.4% |
| Participant deferral / active EE | $2,730 | $4,598-40.6% | $3,890-29.8% | $5,982-54.4% |
| Admin fee / account holder | $107 | $6,153-98.3% | $4,881-97.8% | $11,246-99.0% |