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 7-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 | $25,901 | $96,305-73.1% | $80,569-67.9% | $139,434-81.4% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 21.90% | 1350.08%-1328.2pp | 935.43%-913.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,010 | $3,262-69.0% | $2,723-62.9% | $4,751-78.7% |
| Participant deferral / active EE | $1,518 | $5,232-71.0% | $4,447-65.9% | $6,710-77.4% |
| Admin fee / account holder | $216 | $6,599-96.7% | $5,377-96.0% | $11,403-98.1% |