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 | $8,858 | $70,756-87.5% | $65,493-86.5% | $142,382-93.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 25.00% | 1754.89%-1729.9pp | 982.45%-957.4pp | 217.08%-192.1pp |
| Employer contribution / active EE | $300 | $2,881-89.6% | $2,574-88.3% | $4,299-93.0% |
| Participant deferral / active EE | $900 | $4,637-80.6% | $3,961-77.3% | $6,507-86.2% |
| Admin fee / account holder | $31 | $6,559-99.5% | $5,028-99.4% | $12,624-99.8% |