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 | $26,341 | $100,852-73.9% | $90,404-70.9% | $158,922-83.4% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 31.46% | 1724.20%-1692.7pp | 1293.02%-1261.6pp | 302.83%-271.4pp |
| Employer contribution / active EE | $2,991 | $3,689-18.9% | $3,262-8.3% | $4,761-37.2% |
| Participant deferral / active EE | $3,653 | $4,348-16.0% | $3,963-7.8% | $5,982-38.9% |
| Admin fee / account holder | $178 | $6,501-97.3% | $5,611-96.8% | $11,246-98.4% |