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 | $23,195 | $110,502-79.0% | $80,716-71.3% | $167,490-86.2% |
| Participation rate | 54.2% | 64.0%-9.8pp | 54.2%0pp | 82.1%-27.9pp |
| Annual return | 20.90% | 120.54%-99.6pp | 87.28%-66.4pp | 478.56%-457.7pp |
| Employer contribution / active EE | $1,164 | $1,543-24.5% | $1,160+0.4% | $4,837-75.9% |
| Participant deferral / active EE | $2,728 | $2,871-5.0% | $2,146+27.1% | $6,341-57.0% |
| Admin fee / account holder | $227 | $4,545-95.0% | $3,380-93.3% | $12,309-98.2% |