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 10-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 | $13,332 | $99,020-86.5% | $86,590-84.6% | $147,584-91.0% |
| Participation rate | 53.3% | 76.3%-23.0pp | 73.5%-20.2pp | 82.8%-29.5pp |
| Annual return | 19.21% | 1312.34%-1293.1pp | 964.84%-945.6pp | 578.55%-559.3pp |
| Employer contribution / active EE | $954 | $3,132-69.5% | $2,839-66.4% | $4,876-80.4% |
| Participant deferral / active EE | $1,404 | $3,972-64.7% | $3,609-61.1% | $5,439-74.2% |
| Admin fee / account holder | $100 | $5,710-98.2% | $4,906-98.0% | $10,885-99.1% |