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 | $18,139 | $104,486-82.6% | $76,817-76.4% | $152,861-88.1% |
| Participation rate | 68.8% | 76.6%-7.8pp | 72.1%-3.3pp | 82.4%-13.7pp |
| Annual return | 30.30% | 1013.37%-983.1pp | 1166.11%-1135.8pp | 345.32%-315.0pp |
| Employer contribution / active EE | $1,019 | $3,116-67.3% | $2,302-55.8% | $4,762-78.6% |
| Participant deferral / active EE | $3,169 | $4,236-25.2% | $3,336-5.0% | $5,850-45.8% |
| Admin fee / account holder | $203 | $12,275-98.3% | $6,420-96.8% | $11,596-98.3% |