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 10-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 | $10,280 | $96,635-89.4% | $86,612-88.1% | $139,434-92.6% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 15.80% | 106.41%-90.6pp | 591.07%-575.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $714 | $3,263-78.1% | $3,022-76.4% | $4,751-85.0% |
| Participant deferral / active EE | $940 | $4,836-80.6% | $4,438-78.8% | $6,710-86.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |