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 | $14,441 | $67,331-78.6% | $60,874-76.3% | $134,475-89.3% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | 221.77% | 49.93%+171.8pp | 16.90%+204.9pp | 417.96%-196.2pp |
| Employer contribution / active EE | $805 | $3,096-74.0% | $2,701-70.2% | $4,740-83.0% |
| Participant deferral / active EE | $1,363 | $4,538-70.0% | $3,817-64.3% | $6,400-78.7% |
| Admin fee / account holder | $75 | $4,582-98.4% | $3,224-97.7% | $11,426-99.3% |