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 6-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 | $50,929 | $102,604-50.4% | $86,188-40.9% | $139,434-63.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 19.30% | 1922.51%-1903.2pp | 1168.45%-1149.2pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,631 | $3,032-13.2% | $2,380+10.5% | $4,751-44.6% |
| Participant deferral / active EE | $3,710 | $4,676-20.6% | $3,985-6.9% | $6,710-44.7% |
| Admin fee / account holder | $60 | $8,657-99.3% | $6,852-99.1% | $11,403-99.5% |