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 6-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 | $10,862 | $74,888-85.5% | $71,209-84.7% | $142,382-92.4% |
| Participation rate | 30.8% | 76.2%-45.5pp | 73.8%-43.0pp | 80.1%-49.4pp |
| Annual return | 19.16% | 345.14%-326.0pp | 282.51%-263.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $441 | $2,854-84.6% | $2,721-83.8% | $4,299-89.7% |
| Participant deferral / active EE | $882 | $4,454-80.2% | $4,175-78.9% | $6,507-86.4% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |