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 5-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 | $10,486 | $109,817-90.5% | $98,442-89.3% | $167,490-93.7% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 29.79% | 1956.69%-1926.9pp | 1492.73%-1462.9pp | 478.56%-448.8pp |
| Employer contribution / active EE | $2,645 | $3,224-17.9% | $2,960-10.6% | $4,837-45.3% |
| Participant deferral / active EE | $3,211 | $4,673-31.3% | $4,276-24.9% | $6,341-49.4% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |