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 | $36,186 | $149,734-75.8% | $118,925-69.6% | $158,922-77.2% |
| Participation rate | 63.6% | 82.1%-18.4pp | 75.4%-11.7pp | 82.0%-18.3pp |
| Annual return | 11.61% | 19.95%-8.3pp | 35.88%-24.3pp | 302.83%-291.2pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,223-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $260 | $8,603-97.0% | $6,581-96.1% | $11,246-97.7% |