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 3-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 | $14,664 | $109,982-86.7% | $97,226-84.9% | $145,922-90.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 11.93% | 242.90%-231.0pp | 75.13%-63.2pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,120 | $3,084-63.7% | $2,729-59.0% | $4,660-76.0% |
| Participant deferral / active EE | $2,660 | $4,676-43.1% | $4,264-37.6% | $6,688-60.2% |
| Admin fee / account holder | $25 | $6,221-99.6% | $5,654-99.6% | $13,397-99.8% |