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 | $15,045 | $76,738-80.4% | $56,411-73.3% | $145,922-89.7% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.1pp | 80.3%-25.7pp |
| Annual return | 13.14% | 2994.23%-2981.1pp | 1701.33%-1688.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $354 | $1,380-74.3% | $1,039-65.9% | $4,660-92.4% |
| Participant deferral / active EE | $1,716 | $2,623-34.6% | $1,952-12.1% | $6,688-74.3% |
| Admin fee / account holder | $80 | $3,334-97.6% | $2,829-97.2% | $13,397-99.4% |