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 8-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 | $19,195 | $99,020-80.6% | $86,590-77.8% | $147,584-87.0% |
| Participation rate | 53.8% | 76.3%-22.5pp | 73.5%-19.7pp | 82.8%-29.0pp |
| Annual return | 15.21% | 1312.34%-1297.1pp | 964.84%-949.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $1,583 | $3,132-49.5% | $2,839-44.3% | $4,876-67.5% |
| Participant deferral / active EE | $2,899 | $3,972-27.0% | $3,609-19.7% | $5,439-46.7% |
| Admin fee / account holder | $211 | $5,710-96.3% | $4,906-95.7% | $10,885-98.1% |