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 | $22,008 | $96,635-77.2% | $86,612-74.6% | $139,434-84.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 10.96% | 106.41%-95.4pp | 591.07%-580.1pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,227 | $3,263-62.4% | $3,022-59.4% | $4,751-74.2% |
| Participant deferral / active EE | $4,837 | $4,8360% | $4,438+9.0% | $6,710-27.9% |
| Admin fee / account holder | $187 | $6,408-97.1% | $5,614-96.7% | $11,403-98.4% |