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 7-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 | $28,538 | $100,852-71.7% | $90,404-68.4% | $158,922-82.0% |
| Participation rate | 21.7% | 75.0%-53.3pp | 72.7%-50.9pp | 82.0%-60.2pp |
| Annual return | 40.71% | 1724.20%-1683.5pp | 1293.02%-1252.3pp | 302.83%-262.1pp |
| Employer contribution / active EE | $746 | $3,689-79.8% | $3,262-77.1% | $4,761-84.3% |
| Participant deferral / active EE | $2,394 | $4,348-44.9% | $3,963-39.6% | $5,982-60.0% |
| Admin fee / account holder | $12 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |