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 | $16,075 | $104,907-84.7% | $84,611-81.0% | $152,861-89.5% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 23.71% | 373.79%-350.1pp | 258.74%-235.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,200 | $3,302-63.7% | $2,652-54.8% | $4,762-74.8% |
| Participant deferral / active EE | $2,721 | $4,688-41.9% | $3,899-30.2% | $5,850-53.5% |
| Admin fee / account holder | $64 | $6,241-99.0% | $4,912-98.7% | $11,596-99.4% |