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 9-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 | $22,978 | $73,515-68.7% | $62,995-63.5% | $147,584-84.4% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 15.38% | 175.43%-160.0pp | 87.57%-72.2pp | 578.55%-563.2pp |
| Employer contribution / active EE | $460 | $3,320-86.1% | $2,759-83.3% | $4,876-90.6% |
| Participant deferral / active EE | $2,328 | $4,185-44.4% | $3,329-30.1% | $5,439-57.2% |
| Admin fee / account holder | $50 | $5,953-99.2% | $3,600-98.6% | $10,885-99.5% |