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 7-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 | $20,165 | $88,751-77.3% | $81,812-75.4% | $145,922-86.2% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.3%-14.0pp | 80.3%-21.9pp |
| Annual return | 9.76% | 1025.40%-1015.6pp | 773.79%-764.0pp | 561.29%-551.5pp |
| Employer contribution / active EE | $751 | $3,083-75.7% | $2,912-74.2% | $4,660-83.9% |
| Participant deferral / active EE | $1,119 | $4,643-75.9% | $4,319-74.1% | $6,688-83.3% |
| Admin fee / account holder | $67 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |