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 10-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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,267 | $55,415-65.2% | $155,509-87.6% | $74,495-74.1% |
| Participation rate | 65.1% | 61.9%+3.2pp | 78.2%-13.1pp | 67.2%-2.1pp |
| Annual return | 15.07% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $696 | $2,267-69.3% | $4,672-85.1% | $2,623-73.5% |
| Participant deferral / active EE | $811 | $2,836-71.4% | $5,626-85.6% | $4,346-81.3% |
| Admin fee / account holder | $114 | $1,738-93.5% | $15,912-99.3% | $1,942-94.1% |