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 | $12,867 | $169,032-92.4% | $129,207-90.0% | $145,922-91.2% |
| Participation rate | 66.7% | 76.4%-9.8pp | 69.6%-2.9pp | 80.3%-13.6pp |
| Annual return | 15.80% | 14330.11%-14314.3pp | 9417.33%-9401.5pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,240 | $5,537-77.6% | $4,153-70.2% | $4,660-73.4% |
| Participant deferral / active EE | $1,240 | $4,987-75.1% | $4,168-70.3% | $6,688-81.5% |
| Admin fee / account holder | $17 | $9,954-99.8% | $7,715-99.8% | $13,397-99.9% |