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 8-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 | $21,341 | $100,852-78.8% | $90,404-76.4% | $158,922-86.6% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 26.89% | 1724.20%-1697.3pp | 1293.02%-1266.1pp | 302.83%-275.9pp |
| Employer contribution / active EE | $901 | $3,689-75.6% | $3,262-72.4% | $4,761-81.1% |
| Participant deferral / active EE | $2,971 | $4,348-31.7% | $3,963-25.0% | $5,982-50.3% |
| Admin fee / account holder | $219 | $6,501-96.6% | $5,611-96.1% | $11,246-98.1% |