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 | $21,446 | $109,817-80.5% | $98,442-78.2% | $167,490-87.2% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 9.54% | 1956.69%-1947.2pp | 1492.73%-1483.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $488 | $3,224-84.9% | $2,960-83.5% | $4,837-89.9% |
| Participant deferral / active EE | $1,177 | $4,673-74.8% | $4,276-72.5% | $6,341-81.4% |
| Admin fee / account holder | $13 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |