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 | $19,554 | $102,604-80.9% | $86,188-77.3% | $139,434-86.0% |
| Participation rate | 39.1% | 74.5%-35.4pp | 69.0%-29.8pp | 80.3%-41.2pp |
| Annual return | 75.06% | 1922.51%-1847.5pp | 1168.45%-1093.4pp | 372.94%-297.9pp |
| Employer contribution / active EE | $1,313 | $3,032-56.7% | $2,380-44.8% | $4,751-72.4% |
| Participant deferral / active EE | $1,851 | $4,676-60.4% | $3,985-53.6% | $6,710-72.4% |
| Admin fee / account holder | $255 | $8,657-97.0% | $6,852-96.3% | $11,403-97.8% |