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 | $14,474 | $85,202-83.0% | $172,739-91.6% | $72,985-80.2% |
| Participation rate | 35.7% | 70.1%-34.3pp | 82.6%-46.9pp | 69.5%-33.8pp |
| Annual return | 29.87% | 27.32%+2.5pp | 802.84%-773.0pp | 81.00%-51.1pp |
| Employer contribution / active EE | $955 | $3,324-71.3% | $5,143-81.4% | $2,440-60.9% |
| Participant deferral / active EE | $3,313 | $3,260+1.6% | $5,198-36.3% | $3,607-8.2% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |