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 | $14,074 | $70,606-80.1% | $53,898-73.9% | $142,382-90.1% |
| Participation rate | 60.9% | 63.7%-2.8pp | 55.0%+5.9pp | 80.1%-19.3pp |
| Annual return | 38.38% | 619.81%-581.4pp | 528.60%-490.2pp | 217.08%-178.7pp |
| Employer contribution / active EE | $713 | $1,202-40.7% | $932-23.5% | $4,299-83.4% |
| Participant deferral / active EE | $2,592 | $2,364+9.7% | $1,826+41.9% | $6,507-60.2% |
| Admin fee / account holder | $208 | $2,852-92.7% | $2,491-91.7% | $12,624-98.4% |