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 | $15,354 | $104,486-85.3% | $76,817-80.0% | $152,861-90.0% |
| Participation rate | 44.4% | 76.6%-32.1pp | 72.1%-27.6pp | 82.4%-38.0pp |
| Annual return | 23.78% | 1013.37%-989.6pp | 1166.11%-1142.3pp | 345.32%-321.5pp |
| Employer contribution / active EE | $292 | $3,116-90.6% | $2,302-87.3% | $4,762-93.9% |
| Participant deferral / active EE | $1,168 | $4,236-72.4% | $3,336-65.0% | $5,850-80.0% |
| Admin fee / account holder | $266 | $12,275-97.8% | $6,420-95.9% | $11,596-97.7% |