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 | $8,449 | $70,756-88.1% | $65,493-87.1% | $142,382-94.1% |
| Participation rate | 61.5% | 77.4%-15.8pp | 73.1%-11.6pp | 80.1%-18.6pp |
| Annual return | 30.02% | 1754.89%-1724.9pp | 982.45%-952.4pp | 217.08%-187.1pp |
| Employer contribution / active EE | $282 | $2,881-90.2% | $2,574-89.1% | $4,299-93.4% |
| Participant deferral / active EE | $1,108 | $4,637-76.1% | $3,961-72.0% | $6,507-83.0% |
| Admin fee / account holder | $9 | $6,559-99.9% | $5,028-99.8% | $12,624-99.9% |