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 | $16,239 | $158,398-89.7% | $126,539-87.2% | $142,382-88.6% |
| Participation rate | 44.4% | 75.8%-31.4pp | 69.8%-25.4pp | 80.1%-35.7pp |
| Annual return | 22.51% | 593.76%-571.2pp | 425.95%-403.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $1,069 | $4,650-77.0% | $3,674-70.9% | $4,299-75.1% |
| Participant deferral / active EE | $1,500 | $4,767-68.5% | $4,083-63.3% | $6,507-77.0% |
| Admin fee / account holder | $90 | $6,918-98.7% | $6,065-98.5% | $12,624-99.3% |