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 5-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 | $24,164 | $81,625-70.4% | $58,482-58.7% | $139,434-82.7% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 19.18% | 7404.20%-7385.0pp | 4239.32%-4220.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $1,062 | $1,398-24.1% | $1,053+0.8% | $4,751-77.6% |
| Participant deferral / active EE | $2,255 | $2,557-11.8% | $1,924+17.2% | $6,710-66.4% |
| Admin fee / account holder | $143 | $3,265-95.6% | $2,516-94.3% | $11,403-98.7% |