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 4-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 | $29,140 | $88,751-67.2% | $81,812-64.4% | $145,922-80.0% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.3%-43.8pp | 80.3%-51.7pp |
| Annual return | 23.86% | 1025.40%-1001.5pp | 773.79%-749.9pp | 561.29%-537.4pp |
| Employer contribution / active EE | $923 | $3,083-70.1% | $2,912-68.3% | $4,660-80.2% |
| Participant deferral / active EE | $4,676 | $4,643+0.7% | $4,319+8.3% | $6,688-30.1% |
| Admin fee / account holder | $129 | $8,415-98.5% | $7,386-98.3% | $13,397-99.0% |