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 | $11,742 | $110,809-89.4% | $86,874-86.5% | $167,490-93.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 71.6%-21.6pp | 82.1%-32.1pp |
| Annual return | 21.42% | 116.98%-95.6pp | 63.52%-42.1pp | 478.56%-457.1pp |
| Employer contribution / active EE | $1,323 | $3,244-59.2% | $2,495-47.0% | $4,837-72.7% |
| Participant deferral / active EE | $2,806 | $4,546-38.3% | $3,699-24.1% | $6,341-55.7% |
| Admin fee / account holder | $0 | $8,415-100.0% | $5,828-100.0% | $12,309-100.0% |