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 10-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 | $46,274 | $109,817-57.9% | $98,442-53.0% | $167,490-72.4% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 17.86% | 1956.69%-1938.8pp | 1492.73%-1474.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $1,606 | $3,224-50.2% | $2,960-45.7% | $4,837-66.8% |
| Participant deferral / active EE | $2,821 | $4,673-39.6% | $4,276-34.0% | $6,341-55.5% |
| Admin fee / account holder | $20 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |