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 7-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 | $16,106 | $88,751-81.9% | $81,812-80.3% | $145,922-89.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 11.50% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $468 | $3,083-84.8% | $2,912-83.9% | $4,660-90.0% |
| Participant deferral / active EE | $747 | $4,643-83.9% | $4,319-82.7% | $6,688-88.8% |
| Admin fee / account holder | $87 | $8,415-99.0% | $7,386-98.8% | $13,397-99.4% |