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 6-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 | $10,215 | $158,398-93.6% | $126,539-91.9% | $142,382-92.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 18.29% | 593.76%-575.5pp | 425.95%-407.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $609 | $4,650-86.9% | $3,674-83.4% | $4,299-85.8% |
| Participant deferral / active EE | $692 | $4,767-85.5% | $4,083-83.1% | $6,507-89.4% |
| Admin fee / account holder | $116 | $6,918-98.3% | $6,065-98.1% | $12,624-99.1% |