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 | $14,425 | $76,738-81.2% | $56,411-74.4% | $145,922-90.1% |
| Participation rate | 4.2% | 63.2%-59.0pp | 52.5%-48.3pp | 80.3%-76.1pp |
| Annual return | 8.21% | 2994.23%-2986.0pp | 1701.33%-1693.1pp | 561.29%-553.1pp |
| Employer contribution / active EE | $158 | $1,380-88.6% | $1,039-84.8% | $4,660-96.6% |
| Participant deferral / active EE | $316 | $2,623-88.0% | $1,952-83.8% | $6,688-95.3% |
| Admin fee / account holder | $241 | $3,334-92.8% | $2,829-91.5% | $13,397-98.2% |