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 | $33,328 | $70,756-52.9% | $65,493-49.1% | $142,382-76.6% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.1%-55.1pp |
| Annual return | 20.69% | 1754.89%-1734.2pp | 982.45%-961.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,224 | $2,881-57.5% | $2,574-52.5% | $4,299-71.5% |
| Participant deferral / active EE | $2,795 | $4,637-39.7% | $3,961-29.4% | $6,507-57.0% |
| Admin fee / account holder | $97 | $6,559-98.5% | $5,028-98.1% | $12,624-99.2% |