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 3-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 | $6,188 | $88,751-93.0% | $81,812-92.4% | $145,922-95.8% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 29.11% | 1025.40%-996.3pp | 773.79%-744.7pp | 561.29%-532.2pp |
| Employer contribution / active EE | $1,316 | $3,083-57.3% | $2,912-54.8% | $4,660-71.8% |
| Participant deferral / active EE | $1,645 | $4,643-64.6% | $4,319-61.9% | $6,688-75.4% |
| Admin fee / account holder | $115 | $8,415-98.6% | $7,386-98.4% | $13,397-99.1% |