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 | $9,699 | $70,756-86.3% | $65,493-85.2% | $142,382-93.2% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 24.83% | 1754.89%-1730.1pp | 982.45%-957.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,336 | $2,881-53.6% | $2,574-48.1% | $4,299-68.9% |
| Participant deferral / active EE | $1,336 | $4,637-71.2% | $3,961-66.3% | $6,507-79.5% |
| Admin fee / account holder | $15 | $6,559-99.8% | $5,028-99.7% | $12,624-99.9% |