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 5-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 | $10,929 | $81,625-86.6% | $58,482-81.3% | $139,434-92.2% |
| Participation rate | 23.5% | 61.3%-37.8pp | 50.9%-27.3pp | 80.3%-56.8pp |
| Annual return | 20.71% | 7404.20%-7383.5pp | 4239.32%-4218.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $738 | $1,398-47.2% | $1,053-29.9% | $4,751-84.5% |
| Participant deferral / active EE | $547 | $2,557-78.6% | $1,924-71.6% | $6,710-91.8% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |