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 | $11,886 | $76,738-84.5% | $56,411-78.9% | $145,922-91.9% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 13.25% | 2994.23%-2981.0pp | 1701.33%-1688.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,250 | $2,623-52.3% | $1,952-36.0% | $6,688-81.3% |
| Admin fee / account holder | $80 | $3,334-97.6% | $2,829-97.2% | $13,397-99.4% |