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 9-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 | $16,262 | $107,334-84.8% | $92,893-82.5% | $152,861-89.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 23.07% | 145.58%-122.5pp | 109.41%-86.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,372 | $4,221-67.5% | $3,653-62.4% | $4,762-71.2% |
| Participant deferral / active EE | $1,940 | $4,845-60.0% | $4,236-54.2% | $5,850-66.8% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |