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 4-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 | $45,400 | $70,606-35.7% | $53,898-15.8% | $142,382-68.1% |
| Participation rate | 20.0% | 63.7%-43.7pp | 55.0%-35.0pp | 80.1%-60.1pp |
| Annual return | 19.69% | 619.81%-600.1pp | 528.60%-508.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $417 | $1,202-65.3% | $932-55.3% | $4,299-90.3% |
| Participant deferral / active EE | $2,447 | $2,364+3.5% | $1,826+34.0% | $6,507-62.4% |
| Admin fee / account holder | $271 | $2,852-90.5% | $2,491-89.1% | $12,624-97.9% |