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 6-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 | $25,105 | $109,817-77.1% | $98,442-74.5% | $167,490-85.0% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 45.91% | 1956.69%-1910.8pp | 1492.73%-1446.8pp | 478.56%-432.6pp |
| Employer contribution / active EE | $1,268 | $3,224-60.7% | $2,960-57.1% | $4,837-73.8% |
| Participant deferral / active EE | $2,392 | $4,673-48.8% | $4,276-44.1% | $6,341-62.3% |
| Admin fee / account holder | $67 | $6,753-99.0% | $5,949-98.9% | $12,309-99.5% |