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 | $38,142 | $88,751-57.0% | $81,812-53.4% | $145,922-73.9% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.3%-11.2pp | 80.3%-19.2pp |
| Annual return | 13.10% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,272 | $3,083-58.7% | $2,912-56.3% | $4,660-72.7% |
| Participant deferral / active EE | $1,914 | $4,643-58.8% | $4,319-55.7% | $6,688-71.4% |
| Admin fee / account holder | $63 | $8,415-99.3% | $7,386-99.2% | $13,397-99.5% |