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 | $24,480 | $159,901-84.7% | $146,958-83.3% | $145,922-83.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 12.16% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,030 | $5,286-80.5% | $4,933-79.1% | $4,660-77.9% |
| Participant deferral / active EE | $4,267 | $8,428-49.4% | $8,070-47.1% | $6,688-36.2% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |