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 | $6,861 | $81,625-91.6% | $58,482-88.3% | $139,434-95.1% |
| Participation rate | 68.8% | 61.3%+7.4pp | 50.9%+17.9pp | 80.3%-11.6pp |
| Annual return | 25.59% | 7404.20%-7378.6pp | 4239.32%-4213.7pp | 372.94%-347.3pp |
| Employer contribution / active EE | $463 | $1,398-66.9% | $1,053-56.0% | $4,751-90.2% |
| Participant deferral / active EE | $1,118 | $2,557-56.3% | $1,924-41.9% | $6,710-83.3% |
| Admin fee / account holder | $127 | $3,265-96.1% | $2,516-94.9% | $11,403-98.9% |