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 | $10,493 | $96,305-89.1% | $80,569-87.0% | $139,434-92.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 20.57% | 1350.08%-1329.5pp | 935.43%-914.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,416 | $3,262-56.6% | $2,723-48.0% | $4,751-70.2% |
| Participant deferral / active EE | $1,576 | $5,232-69.9% | $4,447-64.6% | $6,710-76.5% |
| Admin fee / account holder | $18 | $6,599-99.7% | $5,377-99.7% | $11,403-99.8% |