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 | $26,149 | $100,852-74.1% | $90,404-71.1% | $158,922-83.5% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 25.05% | 1724.20%-1699.2pp | 1293.02%-1268.0pp | 302.83%-277.8pp |
| Employer contribution / active EE | $1,715 | $3,689-53.5% | $3,262-47.4% | $4,761-64.0% |
| Participant deferral / active EE | $1,865 | $4,348-57.1% | $3,963-52.9% | $5,982-68.8% |
| Admin fee / account holder | $196 | $6,501-97.0% | $5,611-96.5% | $11,246-98.3% |