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 | $8,952 | $158,398-94.3% | $126,539-92.9% | $142,382-93.7% |
| Participation rate | 28.6% | 75.8%-47.2pp | 69.8%-41.2pp | 80.1%-51.5pp |
| Annual return | 18.31% | 593.76%-575.4pp | 425.95%-407.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $792 | $4,650-83.0% | $3,674-78.5% | $4,299-81.6% |
| Participant deferral / active EE | $1,278 | $4,767-73.2% | $4,083-68.7% | $6,507-80.4% |
| Admin fee / account holder | $47 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |