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 3-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 | $19,907 | $81,625-75.6% | $58,482-66.0% | $139,434-85.7% |
| Participation rate | 57.1% | 61.3%-4.2pp | 50.9%+6.3pp | 80.3%-23.2pp |
| Annual return | 26.54% | 7404.20%-7377.7pp | 4239.32%-4212.8pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,320 | $1,398-5.6% | $1,053+25.3% | $4,751-72.2% |
| Participant deferral / active EE | $4,412 | $2,557+72.6% | $1,924+129.4% | $6,710-34.2% |
| Admin fee / account holder | $120 | $3,265-96.3% | $2,516-95.2% | $11,403-98.9% |