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 | $9,996 | $70,606-85.8% | $53,898-81.5% | $142,382-93.0% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 22.73% | 619.81%-597.1pp | 528.60%-505.9pp | 217.08%-194.4pp |
| Employer contribution / active EE | $775 | $1,202-35.5% | $932-16.8% | $4,299-82.0% |
| Participant deferral / active EE | $2,260 | $2,364-4.4% | $1,826+23.8% | $6,507-65.3% |
| Admin fee / account holder | $188 | $2,852-93.4% | $2,491-92.5% | $12,624-98.5% |