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 | $35,406 | $96,635-63.4% | $86,612-59.1% | $139,434-74.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 18.86% | 106.41%-87.6pp | 591.07%-572.2pp | 372.94%-354.1pp |
| Employer contribution / active EE | $750 | $3,263-77.0% | $3,022-75.2% | $4,751-84.2% |
| Participant deferral / active EE | $2,811 | $4,836-41.9% | $4,438-36.7% | $6,710-58.1% |
| Admin fee / account holder | $153 | $6,408-97.6% | $5,614-97.3% | $11,403-98.7% |