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 | $20,903 | $100,852-79.3% | $90,404-76.9% | $158,922-86.8% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 29.17% | 1724.20%-1695.0pp | 1293.02%-1263.8pp | 302.83%-273.7pp |
| Employer contribution / active EE | $1,574 | $3,689-57.3% | $3,262-51.8% | $4,761-66.9% |
| Participant deferral / active EE | $7,070 | $4,348+62.6% | $3,963+78.4% | $5,982+18.2% |
| Admin fee / account holder | $212 | $6,501-96.7% | $5,611-96.2% | $11,246-98.1% |