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 | $39,951 | $115,770-65.5% | $101,248-60.5% | $158,922-74.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 302.39% | 56.14%+246.3pp | 46.47%+255.9pp | 302.83%-0.4pp |
| Employer contribution / active EE | $1,836 | $4,175-56.0% | $3,660-49.8% | $4,761-61.4% |
| Participant deferral / active EE | $2,565 | $4,957-48.3% | $4,370-41.3% | $5,982-57.1% |
| Admin fee / account holder | $156 | $7,245-97.9% | $5,945-97.4% | $11,246-98.6% |