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 | $16,553 | $156,846-89.4% | $121,098-86.3% | $139,434-88.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 40.41% | 1474.56%-1434.1pp | 985.75%-945.3pp | 372.94%-332.5pp |
| Employer contribution / active EE | $1,353 | $5,536-75.6% | $4,164-67.5% | $4,751-71.5% |
| Participant deferral / active EE | $3,807 | $4,844-21.4% | $4,080-6.7% | $6,710-43.3% |
| Admin fee / account holder | $84 | $6,946-98.8% | $5,644-98.5% | $11,403-99.3% |