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 | $19,973 | $110,502-81.9% | $80,716-75.3% | $167,490-88.1% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 47.90% | 120.54%-72.6pp | 87.28%-39.4pp | 478.56%-430.7pp |
| Employer contribution / active EE | $831 | $1,543-46.1% | $1,160-28.4% | $4,837-82.8% |
| Participant deferral / active EE | $8,778 | $2,871+205.8% | $2,146+309.1% | $6,341+38.4% |
| Admin fee / account holder | $11 | $4,545-99.8% | $3,380-99.7% | $12,309-99.9% |