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 | $15,192 | $109,817-86.2% | $98,442-84.6% | $167,490-90.9% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 11.62% | 1956.69%-1945.1pp | 1492.73%-1481.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $702 | $3,224-78.2% | $2,960-76.3% | $4,837-85.5% |
| Participant deferral / active EE | $1,489 | $4,673-68.1% | $4,276-65.2% | $6,341-76.5% |
| Admin fee / account holder | $261 | $6,753-96.1% | $5,949-95.6% | $12,309-97.9% |