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 | $16,832 | $100,852-83.3% | $90,404-81.4% | $158,922-89.4% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.7%-18.1pp | 82.0%-27.4pp |
| Annual return | 21.17% | 1724.20%-1703.0pp | 1293.02%-1271.8pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,155 | $3,689-68.7% | $3,262-64.6% | $4,761-75.7% |
| Participant deferral / active EE | $1,519 | $4,348-65.1% | $3,963-61.7% | $5,982-74.6% |
| Admin fee / account holder | $87 | $6,501-98.7% | $5,611-98.4% | $11,246-99.2% |