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 7-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 | $51,550 | $100,852-48.9% | $90,404-43.0% | $158,922-67.6% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 7.12% | 1724.20%-1717.1pp | 1293.02%-1285.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $7,650 | $3,689+107.4% | $3,262+134.5% | $4,761+60.7% |
| Participant deferral / active EE | $1,525 | $4,348-64.9% | $3,963-61.5% | $5,982-74.5% |
| Admin fee / account holder | $143 | $6,501-97.8% | $5,611-97.5% | $11,246-98.7% |