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 | $18,692 | $100,852-81.5% | $90,404-79.3% | $158,922-88.2% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 29.49% | 1724.20%-1694.7pp | 1293.02%-1263.5pp | 302.83%-273.3pp |
| Employer contribution / active EE | $1,233 | $3,689-66.6% | $3,262-62.2% | $4,761-74.1% |
| Participant deferral / active EE | $1,967 | $4,348-54.8% | $3,963-50.4% | $5,982-67.1% |
| Admin fee / account holder | $197 | $6,501-97.0% | $5,611-96.5% | $11,246-98.2% |