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 | $9,381 | $88,751-89.4% | $81,812-88.5% | $145,922-93.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.37% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $512 | $3,083-83.4% | $2,912-82.4% | $4,660-89.0% |
| Participant deferral / active EE | $767 | $4,643-83.5% | $4,319-82.2% | $6,688-88.5% |
| Admin fee / account holder | $160 | $8,415-98.1% | $7,386-97.8% | $13,397-98.8% |