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 3-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 | $26,620 | $88,751-70.0% | $81,812-67.5% | $145,922-81.8% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.3%-8.7pp | 80.3%-16.6pp |
| Annual return | 12.30% | 1025.40%-1013.1pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,560 | $3,083-49.4% | $2,912-46.4% | $4,660-66.5% |
| Participant deferral / active EE | $6,735 | $4,643+45.0% | $4,319+55.9% | $6,688+0.7% |
| Admin fee / account holder | $99 | $8,415-98.8% | $7,386-98.7% | $13,397-99.3% |