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 | $13,292 | $77,899-82.9% | $149,673-91.1% | $75,163-82.3% |
| Participation rate | 17.0% | 65.6%-48.6pp | 78.8%-61.8pp | 67.2%-50.2pp |
| Annual return | 1462.83% | 31.72%+1431.1pp | 134.42%+1328.4pp | 160.62%+1302.2pp |
| Employer contribution / active EE | $442 | $3,137-85.9% | $4,818-90.8% | $2,670-83.5% |
| Participant deferral / active EE | $1,556 | $3,411-54.4% | $5,680-72.6% | $4,125-62.3% |
| Admin fee / account holder | $136 | $5,956-97.7% | $13,210-99.0% | $5,651-97.6% |