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 | $17,233 | $72,400-76.2% | $67,502-74.5% | $145,922-88.2% |
| Participation rate | 57.1% | 76.9%-19.7pp | 72.9%-15.7pp | 80.3%-23.1pp |
| Annual return | 17.24% | 7182.46%-7165.2pp | 3512.12%-3494.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $934 | $3,069-69.6% | $2,731-65.8% | $4,660-80.0% |
| Participant deferral / active EE | $2,544 | $4,783-46.8% | $4,000-36.4% | $6,688-62.0% |
| Admin fee / account holder | $20 | $5,539-99.6% | $3,998-99.5% | $13,397-99.9% |