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 | $12,316 | $70,606-82.6% | $53,898-77.1% | $142,382-91.3% |
| Participation rate | 53.8% | 63.7%-9.9pp | 55.0%-1.1pp | 80.1%-26.3pp |
| Annual return | 15.89% | 619.81%-603.9pp | 528.60%-512.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $240 | $1,202-80.0% | $932-74.2% | $4,299-94.4% |
| Participant deferral / active EE | $401 | $2,364-83.0% | $1,826-78.0% | $6,507-93.8% |
| Admin fee / account holder | $122 | $2,852-95.7% | $2,491-95.1% | $12,624-99.0% |