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 | $15,404 | $158,398-90.3% | $126,539-87.8% | $142,382-89.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 23.26% | 593.76%-570.5pp | 425.95%-402.7pp | 217.08%-193.8pp |
| Employer contribution / active EE | $1,165 | $4,650-75.0% | $3,674-68.3% | $4,299-72.9% |
| Participant deferral / active EE | $1,456 | $4,767-69.5% | $4,083-64.3% | $6,507-77.6% |
| Admin fee / account holder | $26 | $6,918-99.6% | $6,065-99.6% | $12,624-99.8% |