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 9-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 | $16,328 | $108,642-85.0% | $74,701-78.1% | $152,861-89.3% |
| Participation rate | 38.1% | 65.3%-27.3pp | 54.5%-16.4pp | 82.4%-44.4pp |
| Annual return | 29.98% | 114.06%-84.1pp | 752.92%-722.9pp | 345.32%-315.3pp |
| Employer contribution / active EE | $473 | $1,503-68.6% | $1,084-56.4% | $4,762-90.1% |
| Participant deferral / active EE | $2,046 | $2,712-24.6% | $1,964+4.2% | $5,850-65.0% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |