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 | $17,503 | $99,877-82.5% | $84,966-79.4% | $145,922-88.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 19.99% | 83.76%-63.8pp | 66.38%-46.4pp | 561.29%-541.3pp |
| Employer contribution / active EE | $1,400 | $3,231-56.7% | $2,727-48.7% | $4,660-69.9% |
| Participant deferral / active EE | $1,565 | $5,291-70.4% | $4,519-65.4% | $6,688-76.6% |
| Admin fee / account holder | $79 | $7,248-98.9% | $6,149-98.7% | $13,397-99.4% |