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 | $16,686 | $109,817-84.8% | $98,442-83.1% | $167,490-90.0% |
| Participation rate | 41.7% | 75.8%-34.2pp | 73.3%-31.7pp | 82.1%-40.4pp |
| Annual return | 13.84% | 1956.69%-1942.8pp | 1492.73%-1478.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $650 | $3,224-79.8% | $2,960-78.0% | $4,837-86.6% |
| Participant deferral / active EE | $1,330 | $4,673-71.5% | $4,276-68.9% | $6,341-79.0% |
| Admin fee / account holder | $226 | $6,753-96.7% | $5,949-96.2% | $12,309-98.2% |