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 | $22,028 | $81,625-73.0% | $58,482-62.3% | $139,434-84.2% |
| Participation rate | 41.7% | 61.3%-19.7pp | 50.9%-9.2pp | 80.3%-38.7pp |
| Annual return | 12.90% | 7404.20%-7391.3pp | 4239.32%-4226.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $738 | $1,398-47.2% | $1,053-29.9% | $4,751-84.5% |
| Participant deferral / active EE | $1,763 | $2,557-31.0% | $1,924-8.3% | $6,710-73.7% |
| Admin fee / account holder | $147 | $3,265-95.5% | $2,516-94.2% | $11,403-98.7% |