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 | $15,910 | $102,604-84.5% | $86,188-81.5% | $139,434-88.6% |
| Participation rate | 36.4% | 74.5%-38.1pp | 69.0%-32.6pp | 80.3%-44.0pp |
| Annual return | 22.61% | 1922.51%-1899.9pp | 1168.45%-1145.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $570 | $3,032-81.2% | $2,380-76.0% | $4,751-88.0% |
| Participant deferral / active EE | $1,486 | $4,676-68.2% | $3,985-62.7% | $6,710-77.9% |
| Admin fee / account holder | $74 | $8,657-99.1% | $6,852-98.9% | $11,403-99.4% |