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 6-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 | $10,648 | $114,047-90.7% | $96,139-88.9% | $167,490-93.6% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 13.68% | 189.88%-176.2pp | 191.94%-178.3pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,471 | $3,427-27.9% | $2,797-11.6% | $4,837-48.9% |
| Participant deferral / active EE | $1,801 | $5,194-65.3% | $4,349-58.6% | $6,341-71.6% |
| Admin fee / account holder | $34 | $6,897-99.5% | $5,537-99.4% | $12,309-99.7% |