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 | $12,704 | $104,907-87.9% | $84,611-85.0% | $152,861-91.7% |
| Participation rate | 27.3% | 74.8%-47.5pp | 68.2%-41.0pp | 82.4%-55.2pp |
| Annual return | 62.40% | 373.79%-311.4pp | 258.74%-196.3pp | 345.32%-282.9pp |
| Employer contribution / active EE | $668 | $3,302-79.8% | $2,652-74.8% | $4,762-86.0% |
| Participant deferral / active EE | $1,686 | $4,688-64.0% | $3,899-56.7% | $5,850-71.2% |
| Admin fee / account holder | $64 | $6,241-99.0% | $4,912-98.7% | $11,596-99.4% |