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 | $18,585 | $74,888-75.2% | $71,209-73.9% | $142,382-86.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 138.14% | 345.14%-207.0pp | 282.51%-144.4pp | 217.08%-78.9pp |
| Employer contribution / active EE | $403 | $2,854-85.9% | $2,721-85.2% | $4,299-90.6% |
| Participant deferral / active EE | $1,496 | $4,454-66.4% | $4,175-64.2% | $6,507-77.0% |
| Admin fee / account holder | $34 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |