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 7-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 | $11,612 | $88,751-86.9% | $81,812-85.8% | $145,922-92.0% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.3%-29.5pp | 80.3%-37.4pp |
| Annual return | 29.15% | 1025.40%-996.3pp | 773.79%-744.6pp | 561.29%-532.1pp |
| Employer contribution / active EE | $1,409 | $3,083-54.3% | $2,912-51.6% | $4,660-69.8% |
| Participant deferral / active EE | $1,898 | $4,643-59.1% | $4,319-56.1% | $6,688-71.6% |
| Admin fee / account holder | $85 | $8,415-99.0% | $7,386-98.8% | $13,397-99.4% |