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 | $12,909 | $111,754-88.4% | $103,333-87.5% | $145,922-91.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 16.06% | 24.77%-8.7pp | 24.88%-8.8pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,287 | $4,212-69.5% | $3,868-66.7% | $4,660-72.4% |
| Participant deferral / active EE | $1,800 | $5,619-68.0% | $5,057-64.4% | $6,688-73.1% |
| Admin fee / account holder | $44 | $9,750-99.5% | $8,355-99.5% | $13,397-99.7% |