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 9-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 | $65,855 | $72,400-9.0% | $67,502-2.4% | $145,922-54.9% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 18.42% | 7182.46%-7164.0pp | 3512.12%-3493.7pp | 561.29%-542.9pp |
| Employer contribution / active EE | $490 | $3,069-84.1% | $2,731-82.1% | $4,660-89.5% |
| Participant deferral / active EE | $1,695 | $4,783-64.6% | $4,000-57.6% | $6,688-74.7% |
| Admin fee / account holder | $13 | $5,539-99.8% | $3,998-99.7% | $13,397-99.9% |