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 | $6,178 | $74,888-91.8% | $71,209-91.3% | $142,382-95.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.1%-30.1pp |
| Annual return | 24.39% | 345.14%-320.8pp | 282.51%-258.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $823 | $2,854-71.2% | $2,721-69.8% | $4,299-80.9% |
| Participant deferral / active EE | $1,492 | $4,454-66.5% | $4,175-64.3% | $6,507-77.1% |
| Admin fee / account holder | $5 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |