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 | $11,552 | $96,305-88.0% | $80,569-85.7% | $139,434-91.7% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 25.53% | 1350.08%-1324.6pp | 935.43%-909.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $700 | $3,262-78.5% | $2,723-74.3% | $4,751-85.3% |
| Participant deferral / active EE | $1,676 | $5,232-68.0% | $4,447-62.3% | $6,710-75.0% |
| Admin fee / account holder | $146 | $6,599-97.8% | $5,377-97.3% | $11,403-98.7% |