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 | $45,816 | $109,817-58.3% | $98,442-53.5% | $167,490-72.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 17.23% | 1956.69%-1939.5pp | 1492.73%-1475.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,000 | $3,224-38.0% | $2,960-32.4% | $4,837-58.7% |
| Participant deferral / active EE | $2,500 | $4,673-46.5% | $4,276-41.5% | $6,341-60.6% |
| Admin fee / account holder | $260 | $6,753-96.1% | $5,949-95.6% | $12,309-97.9% |