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 | $40,885 | $95,971-57.4% | $74,550-45.2% | $135,375-69.8% |
| Participation rate | 20.0% | 75.7%-55.7pp | 69.1%-49.1pp | 82.6%-62.6pp |
| Annual return | 2.13% | 56.96%-54.8pp | 32.53%-30.4pp | 519.73%-517.6pp |
| Employer contribution / active EE | $745 | $2,716-72.6% | $1,961-62.0% | $4,779-84.4% |
| Participant deferral / active EE | $3,700 | $3,843-3.7% | $3,108+19.0% | $5,609-34.0% |
| Admin fee / account holder | $133 | $6,522-98.0% | $5,060-97.4% | $10,827-98.8% |