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 4-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 | $12,518 | $111,724-88.8% | $93,606-86.6% | $145,922-91.4% |
| Participation rate | 18.8% | 74.2%-55.5pp | 68.7%-50.0pp | 80.3%-61.5pp |
| Annual return | 16.02% | 202.98%-187.0pp | 133.20%-117.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $936 | $3,090-69.7% | $2,420-61.3% | $4,660-79.9% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $87 | $10,250-99.2% | $8,285-99.0% | $13,397-99.4% |