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 | $20,746 | $48,795-57.5% | $65,493-68.3% | $84,808-75.5% |
| Participation rate | 58.1% | 67.0%-8.9pp | 73.1%-15.0pp | 68.3%-10.2pp |
| Annual return | 217.08% | 20.20%+196.9pp | 982.45%-765.4pp | 40.90%+176.2pp |
| Employer contribution / active EE | $461 | $1,930-76.1% | $2,574-82.1% | $2,631-82.5% |
| Participant deferral / active EE | $982 | $2,928-66.5% | $3,961-75.2% | $4,212-76.7% |
| Admin fee / account holder | $215 | $3,877-94.5% | $5,028-95.7% | $7,344-97.1% |