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 8-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 | $46,565 | $104,486-55.4% | $76,817-39.4% | $152,861-69.5% |
| Participation rate | 38.5% | 76.6%-38.1pp | 72.1%-33.6pp | 82.4%-44.0pp |
| Annual return | 19.14% | 1013.37%-994.2pp | 1166.11%-1147.0pp | 345.32%-326.2pp |
| Employer contribution / active EE | $706 | $3,116-77.3% | $2,302-69.3% | $4,762-85.2% |
| Participant deferral / active EE | $1,596 | $4,236-62.3% | $3,336-52.2% | $5,850-72.7% |
| Admin fee / account holder | $20 | $12,275-99.8% | $6,420-99.7% | $11,596-99.8% |