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 5-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 | $14,406 | $102,604-86.0% | $86,188-83.3% | $139,434-89.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 32.28% | 1922.51%-1890.2pp | 1168.45%-1136.2pp | 372.94%-340.7pp |
| Employer contribution / active EE | $1,540 | $3,032-49.2% | $2,380-35.3% | $4,751-67.6% |
| Participant deferral / active EE | $2,034 | $4,676-56.5% | $3,985-49.0% | $6,710-69.7% |
| Admin fee / account holder | $37 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |