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 | $26,425 | $107,334-75.4% | $92,893-71.6% | $152,861-82.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 24.01% | 145.58%-121.6pp | 109.41%-85.4pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,586 | $4,221-62.4% | $3,653-56.6% | $4,762-66.7% |
| Participant deferral / active EE | $3,590 | $4,845-25.9% | $4,236-15.3% | $5,850-38.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |