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 4-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 | $24,259 | $96,635-74.9% | $86,612-72.0% | $139,434-82.6% |
| Participation rate | 33.3% | 74.4%-41.1pp | 71.7%-38.4pp | 80.3%-47.0pp |
| Annual return | 31.28% | 106.41%-75.1pp | 591.07%-559.8pp | 372.94%-341.7pp |
| Employer contribution / active EE | $1,500 | $3,263-54.0% | $3,022-50.4% | $4,751-68.4% |
| Participant deferral / active EE | $2,500 | $4,836-48.3% | $4,438-43.7% | $6,710-62.7% |
| Admin fee / account holder | $86 | $6,408-98.7% | $5,614-98.5% | $11,403-99.2% |