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 | $17,935 | $109,817-83.7% | $98,442-81.8% | $167,490-89.3% |
| Participation rate | 41.2% | 75.8%-34.6pp | 73.3%-32.2pp | 82.1%-40.9pp |
| Annual return | 14.75% | 1956.69%-1941.9pp | 1492.73%-1478.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $533 | $3,224-83.5% | $2,960-82.0% | $4,837-89.0% |
| Participant deferral / active EE | $1,262 | $4,673-73.0% | $4,276-70.5% | $6,341-80.1% |
| Admin fee / account holder | $14 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |