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 | $10,033 | $109,817-90.9% | $98,442-89.8% | $167,490-94.0% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.2pp |
| Annual return | 26.82% | 1956.69%-1929.9pp | 1492.73%-1465.9pp | 478.56%-451.7pp |
| Employer contribution / active EE | $873 | $3,224-72.9% | $2,960-70.5% | $4,837-82.0% |
| Participant deferral / active EE | $2,104 | $4,673-55.0% | $4,276-50.8% | $6,341-66.8% |
| Admin fee / account holder | $30 | $6,753-99.6% | $5,949-99.5% | $12,309-99.8% |