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 | $40,687 | $88,751-54.2% | $81,812-50.3% | $145,922-72.1% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.3%-16.8pp | 80.3%-24.7pp |
| Annual return | 11.20% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,605 | $3,083-47.9% | $2,912-44.9% | $4,660-65.6% |
| Participant deferral / active EE | $2,123 | $4,643-54.3% | $4,319-50.8% | $6,688-68.3% |
| Admin fee / account holder | $9 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |