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 | $30,911 | $45,863-32.6% | $77,024-59.9% | $68,494-54.9% |
| Participation rate | 28.6% | 55.9%-27.3pp | 67.9%-39.3pp | 67.9%-39.3pp |
| Annual return | 1487.41% | 1.72%+1485.7pp | 42.32%+1445.1pp | -7.84%+1495.3pp |
| Employer contribution / active EE | $770 | $1,650-53.3% | $2,812-72.6% | $2,596-70.3% |
| Participant deferral / active EE | $2,143 | $2,962-27.7% | $4,426-51.6% | $4,027-46.8% |
| Admin fee / account holder | $255 | $3,041-91.6% | $5,425-95.3% | $5,403-95.3% |