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 | $32,008 | $109,817-70.9% | $98,442-67.5% | $167,490-80.9% |
| Participation rate | 0.0% | 75.8%-75.8pp | 73.3%-73.3pp | 82.1%-82.1pp |
| Annual return | 18.94% | 1956.69%-1937.8pp | 1492.73%-1473.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,994 | $3,224-7.1% | $2,960+1.2% | $4,837-38.1% |
| Participant deferral / active EE | $2,994 | $4,673-35.9% | $4,276-30.0% | $6,341-52.8% |
| Admin fee / account holder | $21 | $6,753-99.7% | $5,949-99.7% | $12,309-99.8% |