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 8-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 | $12,905 | $60,124-78.5% | $90,404-85.7% | $79,858-83.8% |
| Participation rate | 52.6% | 65.0%-12.4pp | 72.7%-20.1pp | 69.6%-17.0pp |
| Annual return | 15.53% | 71.94%-56.4pp | 1293.02%-1277.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,189 | $2,068-42.5% | $3,262-63.5% | $2,471-51.9% |
| Participant deferral / active EE | $2,570 | $2,938-12.5% | $3,963-35.2% | $3,740-31.3% |
| Admin fee / account holder | $20 | $3,976-99.5% | $5,611-99.6% | $5,306-99.6% |