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 10-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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,382 | $34,934-64.6% | $56,411-78.1% | $74,495-83.4% |
| Participation rate | 55.1% | 32.8%+22.3pp | 52.5%+2.7pp | 67.2%-12.1pp |
| Annual return | 20.69% | 25.94%-5.2pp | 1701.33%-1680.6pp | 1364.94%-1344.3pp |
| Employer contribution / active EE | $798 | $609+31.0% | $1,039-23.2% | $2,623-69.6% |
| Participant deferral / active EE | $799 | $1,170-31.7% | $1,952-59.0% | $4,346-81.6% |
| Admin fee / account holder | $150 | $2,364-93.7% | $2,829-94.7% | $1,942-92.3% |