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 | $20,839 | $176,662-88.2% | $130,648-84.0% | $152,861-86.4% |
| Participation rate | 25.0% | 79.0%-54.0pp | 71.7%-46.7pp | 82.4%-57.4pp |
| Annual return | 34.08% | 2692.24%-2658.2pp | 1708.96%-1674.9pp | 345.32%-311.2pp |
| Employer contribution / active EE | $967 | $5,742-83.2% | $4,092-76.4% | $4,762-79.7% |
| Participant deferral / active EE | $1,547 | $4,361-64.5% | $3,603-57.1% | $5,850-73.6% |
| Admin fee / account holder | $172 | $7,133-97.6% | $5,464-96.9% | $11,596-98.5% |