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 3-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 | $19,566 | $210,648-90.7% | $177,989-89.0% | $145,922-86.6% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.89% | 385.86%-373.0pp | 294.48%-281.6pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,204 | $4,565-73.6% | $3,949-69.5% | $4,660-74.2% |
| Participant deferral / active EE | $1,427 | $6,958-79.5% | $6,276-77.3% | $6,688-78.7% |
| Admin fee / account holder | $114 | $12,013-99.1% | $10,363-98.9% | $13,397-99.1% |