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 | $23,762 | $88,751-73.2% | $81,812-71.0% | $145,922-83.7% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 19.36% | 1025.40%-1006.0pp | 773.79%-754.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $813 | $3,083-73.6% | $2,912-72.1% | $4,660-82.5% |
| Participant deferral / active EE | $2,001 | $4,643-56.9% | $4,319-53.7% | $6,688-70.1% |
| Admin fee / account holder | $20 | $8,415-99.8% | $7,386-99.7% | $13,397-99.9% |