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 9-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 | $66,438 | $100,852-34.1% | $90,404-26.5% | $158,922-58.2% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 9.08% | 1724.20%-1715.1pp | 1293.02%-1283.9pp | 302.83%-293.7pp |
| Employer contribution / active EE | $343 | $3,689-90.7% | $3,262-89.5% | $4,761-92.8% |
| Participant deferral / active EE | $1,287 | $4,348-70.4% | $3,963-67.5% | $5,982-78.5% |
| Admin fee / account holder | $82 | $6,501-98.7% | $5,611-98.5% | $11,246-99.3% |