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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,201 | $72,400-69.3% | $67,502-67.1% | $145,922-84.8% |
| Participation rate | 25.0% | 76.9%-51.9pp | 72.9%-47.9pp | 80.3%-55.3pp |
| Annual return | 14.55% | 7182.46%-7167.9pp | 3512.12%-3497.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $825 | $3,069-73.1% | $2,731-69.8% | $4,660-82.3% |
| Participant deferral / active EE | $2,750 | $4,783-42.5% | $4,000-31.2% | $6,688-58.9% |
| Admin fee / account holder | $20 | $5,539-99.6% | $3,998-99.5% | $13,397-99.9% |