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 8-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 | $20,734 | $100,852-79.4% | $90,404-77.1% | $158,922-87.0% |
| Participation rate | 69.2% | 75.0%-5.8pp | 72.7%-3.5pp | 82.0%-12.7pp |
| Annual return | 30.37% | 1724.20%-1693.8pp | 1293.02%-1262.7pp | 302.83%-272.5pp |
| Employer contribution / active EE | $1,810 | $3,689-50.9% | $3,262-44.5% | $4,761-62.0% |
| Participant deferral / active EE | $2,912 | $4,348-33.0% | $3,963-26.5% | $5,982-51.3% |
| Admin fee / account holder | $202 | $6,501-96.9% | $5,611-96.4% | $11,246-98.2% |