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 | $10,823 | $29,660-63.5% | $56,411-80.8% | $80,856-86.6% |
| Participation rate | 17.1% | 41.6%-24.5pp | 52.5%-35.3pp | 67.6%-50.5pp |
| Annual return | 21.24% | 35.23%-14.0pp | 1701.33%-1680.1pp | 35.59%-14.4pp |
| Employer contribution / active EE | $336 | $669-49.8% | $1,039-67.7% | $2,755-87.8% |
| Participant deferral / active EE | $864 | $1,226-29.5% | $1,952-55.7% | $4,296-79.9% |
| Admin fee / account holder | $165 | $2,428-93.2% | $2,829-94.2% | $6,918-97.6% |