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 4-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 | $13,352 | $57,281-76.7% | $86,612-84.6% | $75,163-82.2% |
| Participation rate | 41.0% | 63.2%-22.2pp | 71.7%-30.7pp | 67.2%-26.2pp |
| Annual return | 33.72% | 2670.75%-2637.0pp | 591.07%-557.3pp | 160.62%-126.9pp |
| Employer contribution / active EE | $972 | $2,314-58.0% | $3,022-67.8% | $2,670-63.6% |
| Participant deferral / active EE | $2,096 | $3,318-36.8% | $4,438-52.8% | $4,125-49.2% |
| Admin fee / account holder | $61 | $4,112-98.5% | $5,614-98.9% | $5,651-98.9% |