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 | $17,502 | $108,642-83.9% | $74,701-76.6% | $152,861-88.6% |
| Participation rate | 12.5% | 65.3%-52.8pp | 54.5%-42.0pp | 82.4%-69.9pp |
| Annual return | 26.73% | 114.06%-87.3pp | 752.92%-726.2pp | 345.32%-318.6pp |
| Employer contribution / active EE | $200 | $1,503-86.7% | $1,084-81.6% | $4,762-95.8% |
| Participant deferral / active EE | $1,306 | $2,712-51.8% | $1,964-33.5% | $5,850-77.7% |
| Admin fee / account holder | $35 | $4,902-99.3% | $3,333-99.0% | $11,596-99.7% |