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 | $35,809 | $70,606-49.3% | $53,898-33.6% | $142,382-74.9% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | 22.50% | 619.81%-597.3pp | 528.60%-506.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $822 | $1,202-31.6% | $932-11.8% | $4,299-80.9% |
| Participant deferral / active EE | $2,592 | $2,364+9.6% | $1,826+41.9% | $6,507-60.2% |
| Admin fee / account holder | $68 | $2,852-97.6% | $2,491-97.3% | $12,624-99.5% |