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 | $9,509 | $156,846-93.9% | $121,098-92.1% | $139,434-93.2% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 22.88% | 1474.56%-1451.7pp | 985.75%-962.9pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,060 | $5,536-80.9% | $4,164-74.5% | $4,751-77.7% |
| Participant deferral / active EE | $1,060 | $4,844-78.1% | $4,080-74.0% | $6,710-84.2% |
| Admin fee / account holder | $69 | $6,946-99.0% | $5,644-98.8% | $11,403-99.4% |