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 | $23,349 | $210,648-88.9% | $177,989-86.9% | $145,922-84.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 15.02% | 385.86%-370.8pp | 294.48%-279.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,350 | $4,565-70.4% | $3,949-65.8% | $4,660-71.0% |
| Participant deferral / active EE | $3,108 | $6,958-55.3% | $6,276-50.5% | $6,688-53.5% |
| Admin fee / account holder | $30 | $12,013-99.8% | $10,363-99.7% | $13,397-99.8% |