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 3-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 | $26,072 | $158,398-83.5% | $126,539-79.4% | $142,382-81.7% |
| Participation rate | 25.0% | 75.8%-50.8pp | 69.8%-44.8pp | 80.1%-55.1pp |
| Annual return | 23.07% | 593.76%-570.7pp | 425.95%-402.9pp | 217.08%-194.0pp |
| Employer contribution / active EE | $699 | $4,650-85.0% | $3,674-81.0% | $4,299-83.7% |
| Participant deferral / active EE | $1,198 | $4,767-74.9% | $4,083-70.7% | $6,507-81.6% |
| Admin fee / account holder | $76 | $6,918-98.9% | $6,065-98.8% | $12,624-99.4% |