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 | $11,476 | $76,738-85.0% | $56,411-79.7% | $145,922-92.1% |
| Participation rate | 11.1% | 63.2%-52.1pp | 52.5%-41.4pp | 80.3%-69.2pp |
| Annual return | 18.17% | 2994.23%-2976.1pp | 1701.33%-1683.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $268 | $1,380-80.5% | $1,039-74.2% | $4,660-94.2% |
| Participant deferral / active EE | $537 | $2,623-79.5% | $1,952-72.5% | $6,688-92.0% |
| Admin fee / account holder | $79 | $3,334-97.6% | $2,829-97.2% | $13,397-99.4% |