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 | $12,840 | $88,751-85.5% | $81,812-84.3% | $145,922-91.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.3%-29.5pp | 80.3%-37.4pp |
| Annual return | 14.08% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $859 | $3,083-72.1% | $2,912-70.5% | $4,660-81.6% |
| Participant deferral / active EE | $2,628 | $4,643-43.4% | $4,319-39.1% | $6,688-60.7% |
| Admin fee / account holder | $52 | $8,415-99.4% | $7,386-99.3% | $13,397-99.6% |