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 | $30,549 | $109,817-72.2% | $98,442-69.0% | $167,490-81.8% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 12.67% | 1956.69%-1944.0pp | 1492.73%-1480.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $2,162 | $3,224-32.9% | $2,960-26.9% | $4,837-55.3% |
| Participant deferral / active EE | $3,849 | $4,673-17.6% | $4,276-10.0% | $6,341-39.3% |
| Admin fee / account holder | $231 | $6,753-96.6% | $5,949-96.1% | $12,309-98.1% |