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 | $9,503 | $109,982-91.4% | $97,226-90.2% | $145,922-93.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 13.96% | 242.90%-228.9pp | 75.13%-61.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $454 | $3,084-85.3% | $2,729-83.4% | $4,660-90.3% |
| Participant deferral / active EE | $852 | $4,676-81.8% | $4,264-80.0% | $6,688-87.3% |
| Admin fee / account holder | $69 | $6,221-98.9% | $5,654-98.8% | $13,397-99.5% |