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 | $52,744 | $102,604-48.6% | $86,188-38.8% | $139,434-62.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 21.63% | 1922.51%-1900.9pp | 1168.45%-1146.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,127 | $3,032-62.8% | $2,380-52.6% | $4,751-76.3% |
| Participant deferral / active EE | $4,017 | $4,676-14.1% | $3,985+0.8% | $6,710-40.1% |
| Admin fee / account holder | $38 | $8,657-99.6% | $6,852-99.5% | $11,403-99.7% |