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 4-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 | $20,868 | $81,625-74.4% | $58,482-64.3% | $139,434-85.0% |
| Participation rate | 31.3% | 61.3%-30.1pp | 50.9%-19.6pp | 80.3%-49.1pp |
| Annual return | 40.46% | 7404.20%-7363.7pp | 4239.32%-4198.9pp | 372.94%-332.5pp |
| Employer contribution / active EE | $1,164 | $1,398-16.7% | $1,053+10.5% | $4,751-75.5% |
| Participant deferral / active EE | $1,799 | $2,557-29.6% | $1,924-6.5% | $6,710-73.2% |
| Admin fee / account holder | $170 | $3,265-94.8% | $2,516-93.2% | $11,403-98.5% |