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 7-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 | $13,514 | $88,751-84.8% | $81,812-83.5% | $145,922-90.7% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.3%-3.1pp | 80.3%-11.0pp |
| Annual return | 12.08% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,737 | $3,083-43.7% | $2,912-40.4% | $4,660-62.7% |
| Participant deferral / active EE | $2,140 | $4,643-53.9% | $4,319-50.4% | $6,688-68.0% |
| Admin fee / account holder | $78 | $8,415-99.1% | $7,386-98.9% | $13,397-99.4% |