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 6-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 | $29,592 | $76,738-61.4% | $56,411-47.5% | $145,922-79.7% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 9.14% | 2994.23%-2985.1pp | 1701.33%-1692.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $420 | $1,380-69.6% | $1,039-59.6% | $4,660-91.0% |
| Participant deferral / active EE | $560 | $2,623-78.6% | $1,952-71.3% | $6,688-91.6% |
| Admin fee / account holder | $92 | $3,334-97.2% | $2,829-96.7% | $13,397-99.3% |