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 6-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 | $41,162 | $76,738-46.4% | $56,411-27.0% | $145,922-71.8% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 9.37% | 2994.23%-2984.9pp | 1701.33%-1692.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $806 | $1,380-41.6% | $1,039-22.4% | $4,660-82.7% |
| Participant deferral / active EE | $1,142 | $2,623-56.4% | $1,952-41.5% | $6,688-82.9% |
| Admin fee / account holder | $58 | $3,334-98.3% | $2,829-97.9% | $13,397-99.6% |