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 | $13,678 | $76,738-82.2% | $56,411-75.8% | $145,922-90.6% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 15.67% | 2994.23%-2978.6pp | 1701.33%-1685.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,153 | $1,380-16.5% | $1,039+11.0% | $4,660-75.3% |
| Participant deferral / active EE | $1,807 | $2,623-31.1% | $1,952-7.4% | $6,688-73.0% |
| Admin fee / account holder | $98 | $3,334-97.1% | $2,829-96.5% | $13,397-99.3% |