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 6-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 | $11,300 | $81,625-86.2% | $58,482-80.7% | $139,434-91.9% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 19.41% | 7404.20%-7384.8pp | 4239.32%-4219.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $537 | $1,398-61.6% | $1,053-49.0% | $4,751-88.7% |
| Participant deferral / active EE | $537 | $2,557-79.0% | $1,924-72.1% | $6,710-92.0% |
| Admin fee / account holder | $7 | $3,265-99.8% | $2,516-99.7% | $11,403-99.9% |