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 5-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 | $6,486 | $81,625-92.1% | $58,482-88.9% | $139,434-95.3% |
| Participation rate | 44.4% | 61.3%-16.9pp | 50.9%-6.4pp | 80.3%-35.9pp |
| Annual return | 26.80% | 7404.20%-7377.4pp | 4239.32%-4212.5pp | 372.94%-346.1pp |
| Employer contribution / active EE | $490 | $1,398-65.0% | $1,053-53.5% | $4,751-89.7% |
| Participant deferral / active EE | $1,037 | $2,557-59.5% | $1,924-46.1% | $6,710-84.6% |
| Admin fee / account holder | $139 | $3,265-95.8% | $2,516-94.5% | $11,403-98.8% |