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 | $29,424 | $115,882-74.6% | $100,516-70.7% | $158,922-81.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 262.02% | 34.79%+227.2pp | 30.89%+231.1pp | 302.83%-40.8pp |
| Employer contribution / active EE | $2,792 | $4,103-32.0% | $3,418-18.3% | $4,761-41.4% |
| Participant deferral / active EE | $9,308 | $6,674+39.5% | $6,270+48.5% | $5,982+55.6% |
| Admin fee / account holder | $102 | $10,995-99.1% | $8,081-98.7% | $11,246-99.1% |