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 3-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 | $8,144 | $110,261-92.6% | $95,745-91.5% | $139,434-94.2% |
| Participation rate | 40.0% | 75.8%-35.8pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 58.69% | 27.11%+31.6pp | 28.35%+30.3pp | 372.94%-314.3pp |
| Employer contribution / active EE | $1,219 | $3,257-62.6% | $2,835-57.0% | $4,751-74.3% |
| Participant deferral / active EE | $1,707 | $4,676-63.5% | $4,245-59.8% | $6,710-74.6% |
| Admin fee / account holder | $8 | $6,613-99.9% | $5,678-99.9% | $11,403-99.9% |