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 4-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 | $11,446 | $106,515-89.3% | $96,683-88.2% | $139,434-91.8% |
| Participation rate | 46.2% | 77.8%-31.7pp | 74.3%-28.2pp | 80.3%-34.2pp |
| Annual return | 605.38% | 38.43%+567.0pp | 35.69%+569.7pp | 372.94%+232.4pp |
| Employer contribution / active EE | $1,407 | $4,103-65.7% | $3,737-62.4% | $4,751-70.4% |
| Participant deferral / active EE | $2,254 | $5,454-58.7% | $4,878-53.8% | $6,710-66.4% |
| Admin fee / account holder | $23 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |