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 9-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 | $12,972 | $102,966-87.4% | $90,281-85.6% | $152,861-91.5% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 38.55% | 95.16%-56.6pp | 78.10%-39.6pp | 345.32%-306.8pp |
| Employer contribution / active EE | $204 | $3,139-93.5% | $2,854-92.9% | $4,762-95.7% |
| Participant deferral / active EE | $2,544 | $4,281-40.6% | $3,885-34.5% | $5,850-56.5% |
| Admin fee / account holder | $43 | $6,171-99.3% | $5,351-99.2% | $11,596-99.6% |