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 9-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 | $19,677 | $107,934-81.8% | $91,989-78.6% | $152,861-87.1% |
| Participation rate | 61.5% | 81.2%-19.6pp | 78.6%-17.1pp | 82.4%-20.9pp |
| Annual return | 99.90% | 89.24%+10.7pp | 69.02%+30.9pp | 345.32%-245.4pp |
| Employer contribution / active EE | $913 | $4,210-78.3% | $3,452-73.6% | $4,762-80.8% |
| Participant deferral / active EE | $2,114 | $6,364-66.8% | $5,923-64.3% | $5,850-63.9% |
| Admin fee / account holder | $89 | $10,520-99.2% | $7,743-98.8% | $11,596-99.2% |