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 | $31,483 | $102,604-69.3% | $86,188-63.5% | $139,434-77.4% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 26.59% | 1922.51%-1895.9pp | 1168.45%-1141.9pp | 372.94%-346.3pp |
| Employer contribution / active EE | $1,992 | $3,032-34.3% | $2,380-16.3% | $4,751-58.1% |
| Participant deferral / active EE | $4,116 | $4,676-12.0% | $3,985+3.3% | $6,710-38.7% |
| Admin fee / account holder | $242 | $8,657-97.2% | $6,852-96.5% | $11,403-97.9% |