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 | $15,964 | $100,773-84.2% | $88,946-82.1% | $142,382-88.8% |
| Participation rate | 28.6% | 74.3%-45.7pp | 68.8%-40.3pp | 80.1%-51.5pp |
| Annual return | 20.19% | 70.18%-50.0pp | 57.82%-37.6pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,568 | $2,918-46.3% | $2,555-38.6% | $4,299-63.5% |
| Participant deferral / active EE | $2,591 | $5,230-50.5% | $4,581-43.4% | $6,507-60.2% |
| Admin fee / account holder | $5 | $9,693-99.9% | $8,261-99.9% | $12,624-100.0% |