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 7-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 | $10,978 | $96,305-88.6% | $80,569-86.4% | $139,434-92.1% |
| Participation rate | 47.6% | 73.6%-26.0pp | 67.0%-19.4pp | 80.3%-32.7pp |
| Annual return | 39.55% | 1350.08%-1310.5pp | 935.43%-895.9pp | 372.94%-333.4pp |
| Employer contribution / active EE | $1,205 | $3,262-63.1% | $2,723-55.8% | $4,751-74.6% |
| Participant deferral / active EE | $1,687 | $5,232-67.8% | $4,447-62.1% | $6,710-74.9% |
| Admin fee / account holder | $143 | $6,599-97.8% | $5,377-97.3% | $11,403-98.7% |