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 5-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 | $11,566 | $76,738-84.9% | $56,411-79.5% | $145,922-92.1% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 16.12% | 2994.23%-2978.1pp | 1701.33%-1685.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $418 | $1,380-69.7% | $1,039-59.7% | $4,660-91.0% |
| Participant deferral / active EE | $819 | $2,623-68.8% | $1,952-58.0% | $6,688-87.8% |
| Admin fee / account holder | $140 | $3,334-95.8% | $2,829-95.1% | $13,397-99.0% |