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 4-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 | $6,855 | $95,561-92.8% | $77,163-91.1% | $139,434-95.1% |
| Participation rate | 52.6% | 73.9%-21.3pp | 69.6%-16.9pp | 80.3%-27.7pp |
| Annual return | 30.42% | 54.92%-24.5pp | 37.87%-7.4pp | 372.94%-342.5pp |
| Employer contribution / active EE | $550 | $3,147-82.5% | $2,535-78.3% | $4,751-88.4% |
| Participant deferral / active EE | $1,608 | $4,624-65.2% | $3,833-58.0% | $6,710-76.0% |
| Admin fee / account holder | $141 | $8,295-98.3% | $5,472-97.4% | $11,403-98.8% |