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 9-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 | $44,415 | $100,852-56.0% | $90,404-50.9% | $158,922-72.1% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 27.24% | 1724.20%-1697.0pp | 1293.02%-1265.8pp | 302.83%-275.6pp |
| Employer contribution / active EE | $800 | $3,689-78.3% | $3,262-75.5% | $4,761-83.2% |
| Participant deferral / active EE | $1,300 | $4,348-70.1% | $3,963-67.2% | $5,982-78.3% |
| Admin fee / account holder | $70 | $6,501-98.9% | $5,611-98.8% | $11,246-99.4% |