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 9-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 | $26,009 | $99,020-73.7% | $86,590-70.0% | $147,584-82.4% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 15.30% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $501 | $3,132-84.0% | $2,839-82.3% | $4,876-89.7% |
| Participant deferral / active EE | $4,993 | $3,972+25.7% | $3,609+38.4% | $5,439-8.2% |
| Admin fee / account holder | $253 | $5,710-95.6% | $4,906-94.8% | $10,885-97.7% |