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 3-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 | $17,738 | $99,020-82.1% | $86,590-79.5% | $147,584-88.0% |
| Participation rate | 11.1% | 76.3%-65.2pp | 73.5%-62.4pp | 82.8%-71.7pp |
| Annual return | 28.00% | 1312.34%-1284.3pp | 964.84%-936.8pp | 578.55%-550.5pp |
| Employer contribution / active EE | $231 | $3,132-92.6% | $2,839-91.9% | $4,876-95.3% |
| Participant deferral / active EE | $467 | $3,972-88.3% | $3,609-87.1% | $5,439-91.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |