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 | $10,730 | $49,922-78.5% | $80,569-86.7% | $75,163-85.7% |
| Participation rate | 19.7% | 55.3%-35.6pp | 67.0%-47.3pp | 67.2%-47.5pp |
| Annual return | 37.04% | 34.69%+2.3pp | 935.43%-898.4pp | 160.62%-123.6pp |
| Employer contribution / active EE | $481 | $1,698-71.7% | $2,723-82.3% | $2,670-82.0% |
| Participant deferral / active EE | $1,250 | $2,990-58.2% | $4,447-71.9% | $4,125-69.7% |
| Admin fee / account holder | $165 | $3,577-95.4% | $5,377-96.9% | $5,651-97.1% |