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 | $11,387 | $100,852-88.7% | $90,404-87.4% | $158,922-92.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 30.41% | 1724.20%-1693.8pp | 1293.02%-1262.6pp | 302.83%-272.4pp |
| Employer contribution / active EE | $382 | $3,689-89.6% | $3,262-88.3% | $4,761-92.0% |
| Participant deferral / active EE | $2,521 | $4,348-42.0% | $3,963-36.4% | $5,982-57.9% |
| Admin fee / account holder | $114 | $6,501-98.2% | $5,611-98.0% | $11,246-99.0% |