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 | $40,748 | $100,852-59.6% | $90,404-54.9% | $158,922-74.4% |
| Participation rate | 43.8% | 75.0%-31.3pp | 72.7%-28.9pp | 82.0%-38.2pp |
| Annual return | 12.84% | 1724.20%-1711.4pp | 1293.02%-1280.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $950 | $3,689-74.2% | $3,262-70.9% | $4,761-80.0% |
| Participant deferral / active EE | $1,372 | $4,348-68.4% | $3,963-65.4% | $5,982-77.1% |
| Admin fee / account holder | $4 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |