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 10-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 | $76,150 | $109,817-30.7% | $98,442-22.6% | $167,490-54.5% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 21.67% | 1956.69%-1935.0pp | 1492.73%-1471.1pp | 478.56%-456.9pp |
| Employer contribution / active EE | $1,266 | $3,224-60.7% | $2,960-57.2% | $4,837-73.8% |
| Participant deferral / active EE | $2,448 | $4,673-47.6% | $4,276-42.8% | $6,341-61.4% |
| Admin fee / account holder | $34 | $6,753-99.5% | $5,949-99.4% | $12,309-99.7% |