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 9-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 | $41,627 | $228,332-81.8% | $185,823-77.6% | $158,922-73.8% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 18.55% | 40.80%-22.2pp | 35.95%-17.4pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,400 | $4,967-71.8% | $4,087-65.7% | $4,761-70.6% |
| Participant deferral / active EE | $1,400 | $6,415-78.2% | $5,632-75.1% | $5,982-76.6% |
| Admin fee / account holder | $70 | $11,864-99.4% | $9,500-99.3% | $11,246-99.4% |