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 4-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 | $10,732 | $88,751-87.9% | $81,812-86.9% | $145,922-92.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 11.98% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $377 | $3,083-87.8% | $2,912-87.1% | $4,660-91.9% |
| Participant deferral / active EE | $703 | $4,643-84.9% | $4,319-83.7% | $6,688-89.5% |
| Admin fee / account holder | $182 | $8,415-97.8% | $7,386-97.5% | $13,397-98.6% |