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 9-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 | $23,705 | $100,852-76.5% | $90,404-73.8% | $158,922-85.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 21.56% | 1724.20%-1702.6pp | 1293.02%-1271.5pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,038 | $3,689-71.9% | $3,262-68.2% | $4,761-78.2% |
| Participant deferral / active EE | $2,006 | $4,348-53.9% | $3,963-49.4% | $5,982-66.5% |
| Admin fee / account holder | $143 | $6,501-97.8% | $5,611-97.4% | $11,246-98.7% |