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 | $11,681 | $96,635-87.9% | $86,612-86.5% | $139,434-91.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 20.10% | 106.41%-86.3pp | 591.07%-571.0pp | 372.94%-352.8pp |
| Employer contribution / active EE | $537 | $3,263-83.6% | $3,022-82.2% | $4,751-88.7% |
| Participant deferral / active EE | $908 | $4,836-81.2% | $4,438-79.5% | $6,710-86.5% |
| Admin fee / account holder | $29 | $6,408-99.5% | $5,614-99.5% | $11,403-99.7% |