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 | $33,587 | $96,305-65.1% | $80,569-58.3% | $139,434-75.9% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 22.28% | 1350.08%-1327.8pp | 935.43%-913.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,168 | $3,262-64.2% | $2,723-57.1% | $4,751-75.4% |
| Participant deferral / active EE | $2,552 | $5,232-51.2% | $4,447-42.6% | $6,710-62.0% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |