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 5-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 | $10,884 | $88,751-87.7% | $81,812-86.7% | $145,922-92.5% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.3%-8.7pp | 80.3%-16.6pp |
| Annual return | 22.86% | 1025.40%-1002.5pp | 773.79%-750.9pp | 561.29%-538.4pp |
| Employer contribution / active EE | $1,466 | $3,083-52.4% | $2,912-49.6% | $4,660-68.5% |
| Participant deferral / active EE | $1,544 | $4,643-66.7% | $4,319-64.2% | $6,688-76.9% |
| Admin fee / account holder | $87 | $8,415-99.0% | $7,386-98.8% | $13,397-99.3% |