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 4-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 | $24,441 | $158,398-84.6% | $126,539-80.7% | $142,382-82.8% |
| Participation rate | 35.3% | 75.8%-40.5pp | 69.8%-34.5pp | 80.1%-44.8pp |
| Annual return | 27.53% | 593.76%-566.2pp | 425.95%-398.4pp | 217.08%-189.5pp |
| Employer contribution / active EE | $944 | $4,650-79.7% | $3,674-74.3% | $4,299-78.0% |
| Participant deferral / active EE | $2,833 | $4,767-40.6% | $4,083-30.6% | $6,507-56.5% |
| Admin fee / account holder | $124 | $6,918-98.2% | $6,065-98.0% | $12,624-99.0% |