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 | $14,988 | $76,738-80.5% | $56,411-73.4% | $145,922-89.7% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 14.53% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $659 | $1,380-52.3% | $1,039-36.6% | $4,660-85.9% |
| Participant deferral / active EE | $659 | $2,623-74.9% | $1,952-66.3% | $6,688-90.2% |
| Admin fee / account holder | $61 | $3,334-98.2% | $2,829-97.9% | $13,397-99.5% |