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 3-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 | $103,366 | $72,400+42.8% | $67,502+53.1% | $145,922-29.2% |
| Participation rate | 45.5% | 76.9%-31.4pp | 72.9%-27.4pp | 80.3%-34.8pp |
| Annual return | 17.31% | 7182.46%-7165.2pp | 3512.12%-3494.8pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,599 | $3,069-47.9% | $2,731-41.5% | $4,660-65.7% |
| Participant deferral / active EE | $2,736 | $4,783-42.8% | $4,000-31.6% | $6,688-59.1% |
| Admin fee / account holder | $12 | $5,539-99.8% | $3,998-99.7% | $13,397-99.9% |