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 7-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 | $9,398 | $100,852-90.7% | $90,404-89.6% | $158,922-94.1% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.7%-34.2pp | 82.0%-43.5pp |
| Annual return | 77.64% | 1724.20%-1646.6pp | 1293.02%-1215.4pp | 302.83%-225.2pp |
| Employer contribution / active EE | $884 | $3,689-76.0% | $3,262-72.9% | $4,761-81.4% |
| Participant deferral / active EE | $2,169 | $4,348-50.1% | $3,963-45.3% | $5,982-63.7% |
| Admin fee / account holder | $221 | $6,501-96.6% | $5,611-96.1% | $11,246-98.0% |