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 9-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 | $10,996 | $100,852-89.1% | $90,404-87.8% | $158,922-93.1% |
| Participation rate | 30.8% | 75.0%-44.3pp | 72.7%-41.9pp | 82.0%-51.2pp |
| Annual return | 15.18% | 1724.20%-1709.0pp | 1293.02%-1277.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $537 | $3,689-85.4% | $3,262-83.5% | $4,761-88.7% |
| Participant deferral / active EE | $1,249 | $4,348-71.3% | $3,963-68.5% | $5,982-79.1% |
| Admin fee / account holder | $40 | $6,501-99.4% | $5,611-99.3% | $11,246-99.6% |