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 | $43,805 | $156,846-72.1% | $121,098-63.8% | $139,434-68.6% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 20.67% | 1474.56%-1453.9pp | 985.75%-965.1pp | 372.94%-352.3pp |
| Employer contribution / active EE | $3,657 | $5,536-34.0% | $4,164-12.2% | $4,751-23.0% |
| Participant deferral / active EE | $10,384 | $4,844+114.3% | $4,080+154.5% | $6,710+54.7% |
| Admin fee / account holder | $219 | $6,946-96.8% | $5,644-96.1% | $11,403-98.1% |