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 | $23,286 | $159,901-85.4% | $146,958-84.2% | $145,922-84.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.22% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,525 | $5,286-71.2% | $4,933-69.1% | $4,660-67.3% |
| Participant deferral / active EE | $2,613 | $8,428-69.0% | $8,070-67.6% | $6,688-60.9% |
| Admin fee / account holder | $297 | $15,044-98.0% | $12,998-97.7% | $13,397-97.8% |