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 6-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 | $14,662 | $109,817-86.6% | $98,442-85.1% | $167,490-91.2% |
| Participation rate | 23.5% | 75.8%-52.3pp | 73.3%-49.8pp | 82.1%-58.6pp |
| Annual return | 15.52% | 1956.69%-1941.2pp | 1492.73%-1477.2pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,007 | $3,224-68.8% | $2,960-66.0% | $4,837-79.2% |
| Participant deferral / active EE | $1,007 | $4,673-78.4% | $4,276-76.4% | $6,341-84.1% |
| Admin fee / account holder | $48 | $6,753-99.3% | $5,949-99.2% | $12,309-99.6% |