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 | $8,270 | $29,660-72.1% | $56,411-85.3% | $80,856-89.8% |
| Participation rate | 64.7% | 41.6%+23.1pp | 52.5%+12.2pp | 67.6%-2.9pp |
| Annual return | 14.94% | 35.23%-20.3pp | 1701.33%-1686.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $946 | $669+41.3% | $1,039-9.0% | $2,755-65.7% |
| Participant deferral / active EE | $2,101 | $1,226+71.4% | $1,952+7.6% | $4,296-51.1% |
| Admin fee / account holder | $185 | $2,428-92.4% | $2,829-93.5% | $6,918-97.3% |