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 | $12,945 | $104,907-87.7% | $84,611-84.7% | $152,861-91.5% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 29.44% | 373.79%-344.3pp | 258.74%-229.3pp | 345.32%-315.9pp |
| Employer contribution / active EE | $991 | $3,302-70.0% | $2,652-62.6% | $4,762-79.2% |
| Participant deferral / active EE | $1,711 | $4,688-63.5% | $3,899-56.1% | $5,850-70.8% |
| Admin fee / account holder | $6 | $6,241-99.9% | $4,912-99.9% | $11,596-99.9% |