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 8-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 | $12,635 | $104,907-88.0% | $84,611-85.1% | $152,861-91.7% |
| Participation rate | 57.1% | 74.8%-17.7pp | 68.2%-11.1pp | 82.4%-25.3pp |
| Annual return | 218.77% | 373.79%-155.0pp | 258.74%-40.0pp | 345.32%-126.5pp |
| Employer contribution / active EE | $2,978 | $3,302-9.8% | $2,652+12.3% | $4,762-37.5% |
| Participant deferral / active EE | $2,978 | $4,688-36.5% | $3,899-23.6% | $5,850-49.1% |
| Admin fee / account holder | $88 | $6,241-98.6% | $4,912-98.2% | $11,596-99.2% |