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 | $11,310 | $123,909-90.9% | $69,647-83.8% | $145,922-92.2% |
| Participation rate | 30.0% | 69.2%-39.2pp | 66.5%-36.5pp | 80.3%-50.3pp |
| Annual return | 7.90% | 190.55%-182.6pp | 100.48%-92.6pp | 561.29%-553.4pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $2,886-100.0% | $6,688-100.0% |
| Admin fee / account holder | $134 | $7,863-98.3% | $4,713-97.2% | $13,397-99.0% |