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 8-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 | $9,230 | $81,625-88.7% | $58,482-84.2% | $139,434-93.4% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.7pp |
| Annual return | 11.26% | 7404.20%-7392.9pp | 4239.32%-4228.1pp | 372.94%-361.7pp |
| Employer contribution / active EE | $135 | $1,398-90.3% | $1,053-87.1% | $4,751-97.1% |
| Participant deferral / active EE | $183 | $2,557-92.9% | $1,924-90.5% | $6,710-97.3% |
| Admin fee / account holder | $134 | $3,265-95.9% | $2,516-94.7% | $11,403-98.8% |